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.

Retirement

How to manage financial goals during retirement

December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Markets and Economy

Year-end recap: 5 forces beyond AI that moved markets

December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Markets and Economy

Data returns with November 2025 CPI report: Inflation lower than expected

December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now