Lan J.

Lan J.

Private Client Advisor @ JPMorganChase

About

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

-

City

United States

Industry

Financial Services

Skill

-

Experience

JPMorganChase

Private Client Advisor

JPMorganChase

LinkedIn
2021-10 - Present · 5 yrs

Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered brokerdealer and investment adviser, member FINRA and SIPC. 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. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE JPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin © 2023 JPMorgan Chase & Co. All rights reserved

JPMorganChase

Branch Manager

JPMorganChase

LinkedIn
2010-7 - 2021-9 · 11 yrs 3 mos

Scottsdale, AZ

JPMorganChase

Assistant Branch Manager

JPMorganChase

LinkedIn
2008-6 - 2010-6 · 2 yrs 1 mo

Phoenix, AZ

JPMorganChase

Licensed Personal Banker

JPMorganChase

LinkedIn
2001-7 - 2008-5 · 6 yrs 11 mos

Irvine, CA and Phoenix, AZ

Bank of America

Customer Service Representative

Bank of America

LinkedIn
1998-9 - 2001-6 · 2 yrs 10 mos

Education

UC Irvine

UC Irvine

LinkedIn

Lan J.'s Contact Information

Email

******@***.com

Phone

(**) *** ****

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