Shun Q. LiShun Q. Li, CFA®
Investment Associate

"My responsibilities include research and analysis, preparing financial reports and fulfilling ad hoc requests."

About Shun

Shun Q. Li is a Vice President and Investment Associate at J.P. Morgan Wealth Management.

As a member of The Glasser Group, he provides marketing and investment analysis for ultra-high-net-worth individuals and institutional clients. Shun's responsibilities include research and analysis, preparing financial reports and fulfilling ad hoc requests. He works diligently to deliver the J.P. Morgan Wealth Management platform and products and to provide a first-class experience to clients.

Shun graduated from Baruch College with a B.B.A. in Finance and Investments and from Yonsei University with a Masters of International Studies in International Trade and Finance. With over 12 years of experience in financial services, he began his career in 2006 at Lehman Brothers as a Senior Analyst, then moved to Barclays. Shun joined J.P. Morgan in 2011 with his team, where he sharpened his professional skills. He holds FINRA Series 7 and 66 securities licenses.

Shun is a CFA® charterholder and a member of the CFA Institute. He has a passion for real estate and investing, and also enjoys traveling.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.



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