Ami NguyenAmi NguyenWealth Advisor
About Ami
Ami Nguyen is a Wealth Advisor at J.P. Morgan Wealth Management.
Ami delivers comprehensive wealth management advice and strategies to a distinguished clientele, collaborating closely with individuals and families to grasp their financial objectives and deliver customized solutions. She has an in-depth understanding of the needs of Asian Pacific Islander clients, including entrepreneurs, executives, real-estate investors, attorneys, and accountants, and works with them to create a cohesive and purposeful approach to managing substantial wealth.
Ami helps clients unify multiple facets of their wealth, leveraging J.P. Morgan's resources. Keenly attune to the needs of the rising generations, she assists families in their efforts to facilitate higher education and financial stability for their children. She articulates technical terms clearly, allowing clients to comprehend and feel at ease. Ami frequently becomes a key member of a family's inner circle, forming close relationships founded on mutual trust, and is appreciated for her dependability and sincere interest in their lives.
Ami joined JPMorgan Chase & Co in 2021, having previously served as a Private Client Banker for affluent clients, addressing specialized lending needs and enhancing banking service access. Earlier, she was a Business Development Executive at Dragon Capital Group, focusing on Vietnam and Southeast Asian capital markets, with an emphasis on institutional, onshore, and direct-channel investments.
A two-time graduate from Mercer University, Ami earned her B.B.A. in Finance and M.B.A. with a focus on Equity Valuation.
Within her community, Ami is active with the Pacific Islander Association (AAPIA), the YMCA and after-school enrichment programs for area schools. In her free time, she enjoys coaching youth swimming, participating in fundraising runs, and attending Ashtanga yoga retreats. A passionate writer, Ami has curated poetry, short stories, and journals from her travels to over 50 countries.
Insights
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How to better position portfolios before the hard data changes
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May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowHelping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now