About Nicole

Nicole Chan is a Client Associate with J.P. Morgan Wealth Management.

As a member of The Gordon Young Group, she provides account maintenance and implementation support for high-net-worth individuals and families. Nicole's responsibilities include executing trades, fund transfers, and onboarding procedures. She serves as a dedicated resource for all client concerns.

Nicole graduated from Brown Mackie with a B.S. in Criminal Justice. With six years of experience in financial services, she began her career in 2018 at Chase as a relationship banker, where she acquired skills to carefully address individual clients' needs. Nicole joined J.P. Morgan in 2023 and is vital to the success of her group.

She holds FINRA Series 6, 7, 63, and 66 securities licenses.

Nicole lives in Spring Branch with her husband, Christian, and their two cats. Outside of work, she enjoys traveling the world and volunteering for animal rescues.

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

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Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

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Investing

How to think about market volatility

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