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

Outlook

How the upcoming U.S. presidential election could impact your portfolio

June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read Now
Markets

Pushbacks and Top Tracks: A Mid-Year Mixtape

June 21, 2024We answer your top questions with the help of our favorite summer tracks.Read Now
Wealth Planning

How to successfully pass down the family vacation home

June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor ­­­­­­– and allow them to truly enjoy the family vacation home.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.