Mai NguyenMai NguyenClient Associate
About Mai
Mai Nguyen is a Client Associate at J.P. Morgan Wealth Management.
As an integral member of Ali Ismail's team, Mai provides operational and account maintenance support for highnet-worth individuals, families and private business owners. Her responsibilities include coordinating the operational aspects of the team, onboarding procedures, monitoring transactions and ad hoc requests. She is the group's dedicated resource for all client concerns.
Mai graduated from the University of Texas at Arlington with a B.B.A. in Finance. She began her career in 2019 as an Associate at TaxLogica. She then moved to Amerisave and Fidelity Investments, where she sharpened her professional skills through various industries. She joined J.P. Morgan in 2024 and is proud to deliver outstanding service to every client.
Outside of work, Mai serves her community as a worship leader for a local church. She lives in Arlington and in her free time loves nature and anything outdoors.
Insights
Wealth Planning
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Wealth Planning
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Wealth Planning
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Wealth Planning
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November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read NowWealth Planning
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December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowBusiness Planning
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowWealth Planning
Communicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read NowCybersecurity
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December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowCybersecurity
How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowWealth Planning
Fundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowMarkets and Economy
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWealth Planning
What will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWealth Planning
J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read Now
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