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
2024 • 2023

National Association of Plan Advisors (NAPA)

Top DC Advisor Teams
2021 • 2020

About Bin

Bin Nguyen is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

Bin provides guidance and advice for corporations, endowments, foundations and ultra-high-net-worth families. He helps these clients manage complexity and risk by drawing upon nearly two decades of experience in wealth management, family office advisory and institutional consulting. Bin leads the ERISA consulting efforts for the team, which has been named a Top DC Advisor team in 2020 and 2021 by the National Association of Plan Advisors (NAPA).1

Bin is in J.P. Morgan Wealth Management's Portfolio Manager Program, one of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. He is a voting member of The MTN Group Investment Committee.

Before joining J.P. Morgan in 2009, he worked in the Global Wealth Management business at Merrill Lynch. Bin holds a B.S. from the University of Texas at Austin. He is a Certified Financial PlannerTM (CFP) 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 is married with three boys and serves on the Board of the Plano Family YMCA.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc. AIF: 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.

Awards or rankings are not indicative of future success or results. ^1^Established in 2017, Top DC Advisor Team nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. 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. Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.

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