Shun Q. LiShun Q. Li, CFA®
Vice President

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

About Shun

Shun Li is a Vice President with J.P. Morgan Wealth Management. As a member of The Glasser-Lynn 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 to clients J.P. Morgan platform and products with a first-class experience. Shun graduated from Baruch College with a B.B.A. in Finance and Investments, and Yonsei University with a Master 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, and then moved to Barclays and subsequently J.P. Morgan, where he sharpened his professional skills. Shun joined J.P. Morgan in 2011 with his team. He holds FINRA Series 7 and 66 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 in his free time.

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



November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.