Please update your browser.
Jen Wong is an Investment Associate with J.P. Morgan Wealth Management. As a member of The OS Group, her responsibilities include due diligence, portfolio analysis, performance attribution and client reporting. Jen also serves on The OS Group’s Investment Committee, helping build customized portfolios for the team’s clients.
Jen graduated from University of California, Santa Cruz with a B.A. in Business Management Economics. With six years of experience in financial services, she began her career in 2014 at Seiler LLP as an accountant and then moved to Aperio Group as a Portfolio Manager, where she managed clients’ tax-aware portfolios and presented investment proposals. Jen joined J.P. Morgan in 2017. She holds FINRA Series 7 and 66 licenses.
Jen grew up in the South Bay and currently lives in San Francisco. In her free time, she enjoys cooking, gardening, and travelling.