Eric ChunEric Chun, CFP®Client Associate
About Eric
Eric Chun is a Client Associate at J.P. Morgan Wealth Management.
Eric works closely with high-net-worth individuals and families, helping them streamline and simplify multiple aspects of their wealth through dedicated operational and administrative support. Within the team, he has a number of responsibilities, including executing trades, preparing financial documents, performing fund transfers, and tackling special projects.
Clients look to Eric as a reliable problem-solver who is skilled in tracking down resources and resolving their inquiries, quickly and efficiently. A key point of client contact, he has earned a reputation for managing day-to-day activities in a steady and experienced manner. Mindful of each client's priorities, Eric offers a highly customized approach that incorporates each client's preferences.
Eric has worked in wealth management and banking since 2018. Prior to joining J.P. Morgan Wealth Management, he was a Registered Client Service Associate with First Republic Private Wealth Management. Earlier, he spent more than two-and-a-half years with J.P. Morgan Chase Bank, where he was a Relationship Banker.
Eric earned his B.B.A. in Finance from Gonzaga University. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the CFP®Board of Standards, Inc.
A resident of L.A., Eric lives with his cat, Kiki. Outside of work, he enjoys camping, exercising, and traveling.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Insights
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