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

Beware the wash sale rule

November 5, 2024Tax loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Wealth Planning

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Outlook

October 2024 jobs report: Only 12,000 jobs added, tempered by disruptions

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