Caroline Yuan, CFP®, CPWA®, WMCP®

Vice President of Investments and Private Client Advisor @ J.P. Morgan

About

CERTIFIED FINANCIAL PLANNER (CFP®) Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® , in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Wealth Management Certified Professional (WMCP®) The mark of WMCP® is the property of The American College of Financial Services and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation. The College can disallow use of the WMCP® if advisors do not adhere to the program's ethical standards, continuing education, and other requirements.

Country

United States

City

New York

Industry

Financial Services

Skill

Experience

Vice President of Investments and Private Client Advisor

J.P. Morgan

2026-4 - Present · 6 mos

New York, NY

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