Kevin DuongKevin Duong, CFA®Investment 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.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
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January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read NowExpansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read NowWhat to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowHow to include your grandchild in your financial plan
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 NowHow advances in artificial intelligence may change health care
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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 NowWhen does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowSelecting 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 NowProviding 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 Now