Nicole ChanNicole ChanClient Associate
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
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Wealth Planning
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Wealth Planning
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Family Legacy
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Retirement
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Wealth Planning
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Markets and Economy
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Markets and Economy
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Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowWealth Planning
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January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowWealth Planning
When does it make sense for a trust to own your life insurance policy?
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Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowRetirement
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 NowWealth Planning
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowMarkets 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 NowMarkets 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 NowMarkets and Economy