About Megan

Megan Lau has over 15 years of experience in the securities industry, and is currently a Client Associate at J.P. Morgan Wealth Management.

In her current position, she handles the execution of the municipal bond trades and assists with client service administrative duties.

Prior to J.P. Morgan, she worked as a Sales Assistant at Lehman Brothers and Oppenheimer & Co. Megan has extensive trading experience, as her career started at a Japanese bank as an Assistant Trader.

Megan obtained a Bachelor of Science in Business Administration with an option in International Business and minor in Economics from CSULA. She holds the Series 7, 63 and 65 securities licenses. In her free time, she enjoys karaoke, photography, traveling and reading.

Insights

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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