Bin NguyenBin Nguyen, CFP®, AIF®
Managing Director
Wealth Partner

"With an average age of 38 and combined 83 years of experience, we offer clients a rare combination of youthful energy and valuable experience. My team and I work hard to solve difficult problems for a diverse set of clients in a variety of industries throughout the country."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023

National Association of Plan Advisors (NAPA)

Top DC Advisor Teams
2023 • 2022 • 2021 • 2020

About Bin

Bin Nguyen, CFP,® AIF,® is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

Bin is a trusted advisor to ultra-high-net-worth families, endowments, foundations, and corporations. He helps clients manage the many complexities and risks of significant wealth, spanning family governance, strategic business advisory, financial sponsor relationships, estate and tax planning, and investment management. Bin draws upon nearly two decades of experience in wealth management, family office advisory, and institutional consulting. He co-leads all aspects of the ERISA practice for the team, which has been named a Top DC Advisor team in 2020, 2021, 2022, and 2023 by the National Association of Plan Advisors (NAPA).1

Bin holds a B.S. from the University of Texas at Austin. Before joining J.P. Morgan in 2009, he worked in the Global Wealth Management business at Merrill Lynch where the MTN Group was formed. He is a member of J.P. Morgan's Portfolio Manager Program, as well as a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, and an Accredited Investment Fiduciary®(AIF®).

Bin sits on the Wealth Partners' Advisory Council, working directly with senior leadership of J.P. Morgan Wealth Management. He was selected as a 2023 Chairman's Award honoree for his exemplary leadership, collaboration, client engagement, and community partnership.

Bin is married to his college sweetheart and father to three rambunctious boys. He serves on the Board of the Plano Family YMCA, where he was awarded Plano Father of the Year in 2023.

1National Association of Plan Advisors (NAPA) Top DC Advisor Teams (03/19/24, data as of 12/31/23); (03/16/23, data as of 12/31/22); (03/22/22, data as of 12/31/21); (03/15/21, data as of 12/31/20). The NAPA Top DC Advisor Team list highlights the nation's leading retirement plan advisor firms. The list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

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