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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
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Capitalizing on the tax-deferral advantage of a variable annuity
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October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
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October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now
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Preparing for transition: An exercise for business owners
October 1, 2024Early planning can help ensure you and your business are set up for a successful transition. Learn how to get started.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowSeptember 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read NowPutting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowPreparing for transition: An exercise for business owners
October 1, 2024Early planning can help ensure you and your business are set up for a successful transition. Learn how to get started.Read Now