Raymond LinRaymond LinInvestment Associate
About Raymond
Raymond Lin is an Investment Associate at J.P. Morgan Wealth Management.
As a value-added component of The GGC Group, Ray serves the investment needs of the team's affluent, highnet-worth individuals and families. He is skilled in portfolio management, implementation, reallocation, and investment and security research. His diligence, good listening skills and reputation for going above and beyond enable him to successfully conduct trading and performance reporting for the team.
Fluent in Mandarin, Ray is passionate about helping members of the Asian community across their comprehensive financial picture. He leverages his extensive network to connect like-minded individuals and engage around innovative ideas.
Ray leverages his background, experience and collaboration with his exceptional team to embody the principle that getting things done is important, but getting them done well is a mandate for each relationship. He is known as a tenacious individual and quitting is not in his vocabulary.
Before joining J.P. Morgan, Ray was at Merrill Lynch with his team. There, he rose from a client service role to a Wealth Advisor that could address the sophisticated needs of affluent individuals.
A native of the area, Ray graduated from New York University with a B.A. in Economics. He holds the FINRA Series 7 and 66 securities licenses.
Ray resides in Long Island City and in his free time, he likes to play basketball and golf, practice the piano, travel internationally and spend quality time with friends and family.
Insights
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September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
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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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“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 NowHow an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.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 Now