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
“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 Now
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 Now
Eye on the Market: Mind the gap
September 30, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, looks at presidential candidate policy differences and implications for investors.Read Now
Planning for your family and terminal illness
September 30, 2024There are many factors to consider when planning for the end of life. Starting early, regardless of health status, can help ensure your family’s security.Read Now
End the year strong: 10 planning moves to make now
September 27, 2024Making one or more of these planning moves can strengthen your financial position for this year, and beyond.Read Now
Considerations for owning a cash-only business
September 27, 2024Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read Now
3 things we heard at the rate cut after-party
September 27, 2024Here’s what you need to know about the latest in housing, China’s new policies and recent S&P 500 all-time highs.Read Now
Building a new legacy: A conversation with Adrienne-Bailon Houghton
September 26, 2024Knowledge and intentionality can help pave the way in creating a lasting financial legacy for the next generation.Read Now
Embracing opportunity in uncertain and volatile times
September 26, 2024J.P. Morgan Wealth Management hosted a webcast breaking down current trends and their impact on markets. Here’s how investors can make smart decisions as 2024 comes to an end.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 NowEye on the Market: Mind the gap
September 30, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, looks at presidential candidate policy differences and implications for investors.Read NowPlanning for your family and terminal illness
September 30, 2024There are many factors to consider when planning for the end of life. Starting early, regardless of health status, can help ensure your family’s security.Read NowEnd the year strong: 10 planning moves to make now
September 27, 2024Making one or more of these planning moves can strengthen your financial position for this year, and beyond.Read NowConsiderations for owning a cash-only business
September 27, 2024Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read Now3 things we heard at the rate cut after-party
September 27, 2024Here’s what you need to know about the latest in housing, China’s new policies and recent S&P 500 all-time highs.Read NowBuilding a new legacy: A conversation with Adrienne-Bailon Houghton
September 26, 2024Knowledge and intentionality can help pave the way in creating a lasting financial legacy for the next generation.Read NowEmbracing opportunity in uncertain and volatile times
September 26, 2024J.P. Morgan Wealth Management hosted a webcast breaking down current trends and their impact on markets. Here’s how investors can make smart decisions as 2024 comes to an end.Read Now