Kevin DuongKevin Duong, CFA®AssociateInvestment Associate
About Kevin
Kevin Duong is an Investment Associate at J.P. Morgan Wealth Management.
An integral member of The Babrick Team, Kevin works closely with high-net-worth clients to streamline their operational needs and support their administrative priorities. A calm and composed presence in the office, he has earned a reputation for managing activities in a steady and experienced manner. Kevin holds a number of responsibilities on the team, including journal entries, client requests and team communications.
Prior to joining J.P. Morgan Wealth Management with his team in 2023, Kevin spent two years with First Republic Investment Management, where he was a Private Wealth Client Service Associate. Earlier in his career, Kevin served as an Advanced Clearing Service Associate with Wedbush Securities, where he began his financial services tenure in 2018.
Kevin earned his B.S. in Economics from California State Polytechnic University-Pomona. He is a CFA®Charterholder, awarded through the CFA®Institute. Very active with the CFA Society of Los Angeles, Kevin volunteers regularly, contributing to its efforts to promote integrity, professional excellence and engagement among its members and the wider community.
A resident of Pasadena, Kevin enjoys participating in outdoor sports, and spending time with his fiancée and his dogs.
Insights
Estate planning in a low interest rate environment
March 11, 2025Low interest rates may provide an opportunity to transfer wealth with little or no gift tax cost.Read Now
US unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read Now
Tariff delays: Uncovering the most impacted sectors
March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read Now
Eye on the Market Energy Paper: Heliocentrism
March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read Now
How to prepare for Tax Day as a small business owner
March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
Navigating rate risks: How bonds are better positioned in 2025
February 28, 2025Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes and Trump administration policies in 2025.Read Now
Options for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read Now
Act now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read Now
Managing your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read NowEstate planning in a low interest rate environment
March 11, 2025Low interest rates may provide an opportunity to transfer wealth with little or no gift tax cost.Read NowUS unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read NowTariff delays: Uncovering the most impacted sectors
March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read NowEye on the Market Energy Paper: Heliocentrism
March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read NowHow to prepare for Tax Day as a small business owner
March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowNavigating rate risks: How bonds are better positioned in 2025
February 28, 2025Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes and Trump administration policies in 2025.Read NowOptions for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowAct now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read NowManaging your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read Now