Jenna S.

Experience

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  JPMorgan Chase & Co.

  Jul 2007 - Jun 2015

  • Private Client Investment Associate

    Jun 2011 - Jun 2015

  • Personal Banker

    Jun 2009 - Jun 2011

  • Teller

    Jul 2007 - Jun 2009
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  UBS

  Jun 2015 - May 2017

  Registered Client Associate / Executive Team Assistant
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  J.P. Morgan

  May 2017 - Apr 2019

  Supervisory Manager Analyst
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  First Republic Private Wealth Management

  Apr 2019 - Jun 2023

  • Senior Director, Client Service Manager

    Feb 2023 - Jun 2023

  • Director, Client Service Manager

    Feb 2021 - Feb 2023

  • Associate Director, Associate Client Service Manager

    Apr 2019 - Feb 2021
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  J.P. Morgan

  Jul 2023 - Oct 2024

  J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Certain advisory products may be offered through J.P. Morgan Private Wealth Advisors LLC (JPMPWA), a registered investment adviser. Trust and Fiduciary services including custody are offered through JPMorgan Chase Bank, N.A (JPMCB) and affiliated trust companies. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA, JPMPWA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co.INVESTMENT AND INSURANCE PRODUCTS ARE:• NOT FDIC INSURED• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED © 2023 JPMorgan Chase & Co. Show less Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Equal Housing OpportunityJ.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. Investment Advisory services are provided by First Republic Investment Management, Inc. Trust and Fiduciary services are offered through JPMorgan Chase Bank, N.A; and First Republic Trust Company of Delaware LLC and First Republic Trust Company of Wyoming LLC, both wholly owned subsidiaries of JPMorgan Chase Bank, N.A. Brokerage services are offered through First Republic Securities Company, LLC, Member FINRA/SIPC. Insurance services are provided through First Republic Securities Company, DBA Grand Eagle Insurance Services, LLC, CA Insurance License # 0I13184.INVESTMENT AND INSURANCE PRODUCTS ARE:• NOT FDIC INSURED• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED© 2023 JPMorgan Chase & Co. Show less

  • Vice President — Client Service Manager at J.P. Morgan Wealth Management

    Oct 2023 - Oct 2024

  • Client Service Manager, J.P. Morgan Wealth Management | First Republic now part of JPMorgan Chase

    Jul 2023 - Oct 2023
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  Morgan Stanley

  Oct 2024 - now

  VP, Chief of Staff — The Shadden Group