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Our Team: Jennifer Lohnes

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In her role as Manager, Jennifer provides a suite of customized accounting and financial services to JDJ clients, including financial statement preparation and analysis, investment administration, tax coordination, payroll and benefits management, and trust and estate administration. Jennifer consistently displays a strong work ethic, professionalism, and a commitment to client service. She communicates proactively with clients, advisors to address the unique needs of each family. 

Jen joined JDJ in 2021, bringing her extensive experience providing investment administration and family office services to ultra-high net worth clients. Jen was a Vice President at a boutique wealth management firm, managing financial administration for clients. Her responsibilities included preparation and analysis of investment performance reporting. She facilitated money movement for client accounts, complex asset transfers, and prepared subscription documents and account opening paperwork. 

Previously, Jennifer worked for twelve years at a multi-family office providing customized financial reporting, cash flow management, payroll administration, investment support and tax planning for ultra-high net worth clients. In addition to her client responsibilities, Jennifer was responsible for overseeing the implementation of new technology for the firm.

In December 2022, Jennifer was honored with JDJ's peer-nominated Capturing and Recognizing Excellence Award. Jennifer was recognized for her client service accomplishments and corporate contributions. Jennifer played an integral part in onboarding a new client relationship, earning the client’s trust as a knowledgeable resource with her expertise, attention to detail, and genuine kindness towards all family members. Jen’s colleagues praised her strong work ethic, superb attention to detail, and problem-solving abilities, calling her an "a joy to work with" and someone who "makes me laugh every day.”

Jennifer earned a Bachelor’s degree in Business Administration and Management from Babson College.


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