About Nicole

Nicole Chan is a Client Associate at 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.

Wealth Planning

6 strategies to consider before year-end

December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Business Planning

Incentive stock options and the AMT

December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Wealth Planning

Communicating wishes when preparing for a death

December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read Now