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
The duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
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Retirement and estate planning for unmarried couples
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Insight 5: Continually evolve and renew the ownership portfolio
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August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
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August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowThe duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowU.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read NowMoney and me, money and we: Helping your children become stewards of family wealth
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August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read NowInsight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowHow AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now