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

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
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