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

Wealth Planning

Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges

March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now
Wealth Planning

8 insights from long-lasting global business families

March 22, 2024The hard work doesn’t end once family wealth is established. These eight insights look at how the next generations can become successful stewards of family wealth.Read Now
Outlook

The race to rate cuts is on: What it means for you

March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?Read Now
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