Lanh NguyenLanh NguyenVice PresidentInvestment Associate
About Lanh
Lanh Nguyen is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
Lanh is an integral member of The BPS Group, an institutionally-focused group providing execution services for a wide array of client relationships. She is committed to delivering a highquality caliber of investment services, drawing on the knowledge she has gained in more than 25 years in financial services to support institutional and high-net-worth individual clients. Lanh's primary responsibilities involve trade execution, settlement, and operations support for the team's daily functions and business model. 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 2023, 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, 9, 10, 63, and 66 securities licenses. Lanh graduated from the University of Texas at Arlington, earning a B.B.A. in Finance.
Beyond the trading floor, she finds joy in diverse experiences. Whether attending concerts, plays, or musicals, she appreciates the enriching moments that the arts provide. Lanh lives in Dallas, where she is involved in her church's community initiatives and corporate events. In her free time, Lanh likes to travel and spending time with family and friends. You can also find her walking on the Katy Trail with her French bulldog, Bentley, in tow.
Insights
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