Mai NguyenMai NguyenClient Associate
About Mai
Mai Nguyen is a Client Associate at J.P. Morgan Wealth Management.
As an integral member of Ali Ismail's team, Mai provides operational and account maintenance support for highnet-worth individuals, families and private business owners. Her responsibilities include coordinating the operational aspects of the team, onboarding procedures, monitoring transactions and ad hoc requests. She is the group's dedicated resource for all client concerns.
Mai graduated from the University of Texas at Arlington with a B.B.A. in Finance. She began her career in 2019 as an Associate at TaxLogica. She then moved to Amerisave and Fidelity Investments, where she sharpened her professional skills through various industries. She joined J.P. Morgan in 2024 and is proud to deliver outstanding service to every client.
Outside of work, Mai serves her community as a worship leader for a local church. She lives in Arlington and in her free time loves nature and anything outdoors.
Insights
Wealth Planning
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December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook
December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
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Ready to thrive in 2025
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Wealth Planning
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Wealth Planning
Fundamental estate planning considerations
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Markets
2024’s unanswered questions: 3 things we want to know
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Wealth Planning
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Outlook
November 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read NowWealth Planning
Providing for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowOutlook
December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowBusiness
Incentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowOutlook
Ready to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read NowWealth Planning
6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowWealth Planning
Fundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowMarkets
2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowWealth Planning
How to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowOutlook
November 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now
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