Kent HuangKent Huang, CFP®Executive DirectorWealth Advisor
About Kent
Kent Huang is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Kent views his role as that of a relationship manager and advises private clients, business owners and members of the Asian-American community on their investments, asset allocation, acquisition and exit strategies, as well as guiding them on their financial, retirement and estate planning.
In a career spanning more than two decades, Kent has delivered comprehensive wealth planning strategies and financial advisory services to a diverse group of both domestic and international clients. Prior to joining J.P. Morgan in 2011, he was a Senior Vice President at RBC Wealth Management. Kent began his investment management career at Citigroup Smith Barney (now Morgan Stanley) in 2002, directly after graduate school.
A graduate of the University of California at Los Angeles, where he earned a B.S. in Mechanical Engineering, Kent also received an M.B.A. in Finance and Investments from the University of Southern California. In addition, he holds the CERTIFIED FINANCIAL PLANNER® designation.
Born in Taiwan, Kent grew up in California, and speaks fluent Mandarin and Taiwanese.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
US-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read Now
New York estate tax planning considerations
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Should you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now
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Mind your business: How to keep your company cybersecure
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September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowUS-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read NowNew York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read NowShould you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read NowFinancial advisor checklist: Questions to consider before talking to your advisor
August 31, 2026Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read NowHow to unlock cash from the Great Wealth Transfer without selling assets
August 31, 2026Great Wealth Transfer heirs may face urgent cash needs that lead them to sell assets prematurely. But a strategic borrowing approach can help preserve your inheritance.Read NowWomen in philanthropy: A transformative force in light of the Great Wealth Transfer
August 31, 2026The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read NowYear-end planning for business owners
August 31, 2026Proactive year-end planning may help business owners reduce their tax bill, identify potential deductions and set their businesses up for a profitable new year.Read NowMind your business: How to keep your company cybersecure
August 31, 2026Cybercrime is rising. Learn practical steps to strengthen your business cybersecurity plan, protect accounts and data, and reduce the risks of phishing and ransomware.Read Now