Stanley ChanStanley ChanClient Associate
About Stanley
Stanley Chan is a Client Associate at J.P. Morgan Wealth Management.
As a member of the Fagan, Boshart & Trumbull Wealth Management team, Stanley provides customer service and operational support for sophisticated clients and high-net worth individuals and families. Stanley's responsibilities include fund transfers, monitoring transactions, maintaining account records and handling ad hoc requests. He serves as a dedicated resource for all client concerns.
Stanley joined J.P. Morgan in 2025. He graduated from Boston College with a B.S. in Chemistry.
Born in Hong Kong, Stanley grew up surrounded by many cultures, enabling him to learn and speak English, French, Mandarin and Cantonese. He hopes to travel the world—one country at a time—and to perhaps sail around it, too, having raced in the historic Newport to Bermuda Race in 2024. Outside of work, Stanley loves swimming, sailing and reading.
Insights
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How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowMarkets and Economy
J.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowCybersecurity
Your house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowMarkets and Economy
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October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowWealth Planning
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowCybersecurity
Parents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowFraud
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowWealth Planning
Losing a loved one: Tasks you may not want to delay
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