Jacqueline L. Kent

Assistant Vice President, Client Advisor

Pasadena, CA

Jacqueline is an Assistant Vice President, Client Advisor in Whittier Trust’s Pasadena office. She is responsible for assisting in the administration and delivery of comprehensive wealth management solutions to high-net-worth individuals and families.

Jacqueline has been with Whittier Trust since 2017. Prior to joining Whittier, she worked at Wells Fargo Bank for 18 years supporting The Private Bank and Wells Fargo Investment divisions with Regional Sales, Administration, Project Management, and Compliance.

Jacqueline holds a Certified Private Wealth Advisor (CPWA®) designation with the Investment and Wealth Institute; a Certified Financial Planner (CFP®) designation with the CFP Board, and a Chartered Retirement Planning Counselor (CRPC®) designation with the College of Financial Planning. In addition, she is a graduate of Cannon Financial Institute’s Trust School and holds the Certified Trust and Financial Advisor (CTFA) designation. Jacqueline is a member of the San Gabriel Valley chapter of the Financial Planning Association.

She grew up in West Africa and enjoys traveling in her spare time.

empty image