Lanh Nguyen is a Vice President and Client Associate at J.P. Morgan Wealth Management.
Lanh is an integral member of Team Burns Troop Pearl, an institutionally-focused group providing execution services for a wide array of client relationships. She is committed to delivering a high-quality caliber of client service, drawing on the knowledge she gained in more than 25 years in financial services to support institutional and individual advisory services. Lanh's primary responsibilities involve trading and onboarding for both sides of the team's business. She works closely with team members and clients in implementing investment strategies while coordinating the information needed to analyze and evaluate client needs.
Before joining J.P. Morgan in 2022, Lanh held various roles in wealth management, including Client Service Analyst positions at Stifel, Barclays, Credit Suisse, and as a Sales Associate to a Regulatory Analyst at Deutsche Bank. She began her career at Southwest Securities Inc. on their trading desk. She holds FINRA Series 7, 8, 9, 63, 66 securities licenses.
Lanh graduated from the University of Texas at Arlington, earning a B.B.A. in Finance. She lives in Dallas, where she is involved in her church's community initiatives and corporate events. In her free time, Lanh likes spending time with family and friends, traveling, going to concerts, plays and musicals. You can also find her walking on the Katy Trail with her French bulldog, Bentley, in tow.