About Hilary
Hilary Yu is a Client Associate at J.P. Morgan Wealth Management.
Hilary offers the knowledge and insight she has gained from more than 30 years in wealth management, supporting high-net-worth individuals and families in advancing their goals and enjoying greater ease in their financial affairs.
An attentive listener, Hilary takes the time to understand each person's circumstances so that she can identify the best course of action to follow. She maintains robust communication with clients, adding to their comfort through her prompt attention. Clients appreciate Hilary's reliability and resolve in tackling questions on their behalf. Her areas of focus include new account onboarding, money movement, account administration, and client inquiry resolution. Very positive in her outlook, Hilary derives genuine enjoyment from taking care of the clients she serves, providing them with more time in their lives for the people and activities they value.
Hilary joined J.P. Morgan Wealth Management in 2023, moving with her team. Previously, she spent 21 years at First Republic Private Wealth Management, where she was a Registered Client Associate. She has worked in private wealth management and banking since 1989.
Hilary attended San Francisco State University, where she studied Accounting. She holds FINRA Series 7, 63 and 65 securities licenses.
Married with one daughter, Hilary enjoys camping with her husband and cheering on their beloved San Francisco teams—the 49ers, the Warriors, and the Giants.
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
Providing for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowYear-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowData returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowUS added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowShifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowProviding for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowShock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowDonor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read Now