Nicholas LeeNicholas Lee

Client Associate

Nicholas Lee is a Client Associate at J.P. Morgan Wealth Management.

As a member of The SWYT Team, Nicholas provides execution and implementation support for high-net-worth individuals and families, endowments and foundations. His responsibilities include supporting onboarding procedures, executing trades, addressing ad hoc requests and coordinating the operational aspects of the team. Drawing on nearly 20 years of financial services experience, Nicholas works closely with advisors and clients, bringing responsiveness and attention to detail to each interaction.

Nicholas began his financial services career in 2008 at Charles Schwab, where he served as a Private Client Specialist. He later held roles at UBS Financial Services and First Republic Private Wealth Management before joining J.P. Morgan. Across these roles, Nicholas developed a strong foundation in client relationship management and experience supporting the needs of clients and advisors.

A San Francisco native and lifelong Bay Area sports fan, Nicholas enjoys traveling the world with his partner, Natalie. Together, they enjoy seeking out the best beaches and pastries one destination at a time.