About Jaime

Jaime Nguyen-Le is a Senior Client Associate at J.P. Morgan Wealth Management.

As a member of FGF Partners, Jaime works closely with clients, building enduring relationships that reflect her desire to make their financial lives simpler and more cohesive. Within the team, she holds a number of responsibilities, including new account onboarding, money movement, account maintenance, client inquiry resolution and team operations.

Diligent and hardworking, Jaime takes a proactive approach to addressing each person's needs, streamlining a more direct pathway to their interests and intentions. Clients rely on Jaime as a patient presence who demonstrates their importance through her attentiveness and care. They also appreciate her strong regard for safeguarding their privacy. Technologically skilled, Jaime applies her knowledge of data science to uncover innovations and best practices, including building custom dashboards to automate her workflow. Committed to client success, Jaime helps to advance steady progress through her reliable follow-through, working in concert with her team to deliver a preeminent client experience.

Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Jaime was a Registered Client Service Associate with First Republic Private Wealth Management. She began her professional career in 2021 as an Assistant in the Development Office at UC Santa Barbara. In this capacity, Jaime was responsible for prospecting to high-net-worth alumni and coordinating with local nonprofits and foundations to support the University's scholarship initiatives. Jaime earned her B.S. in mathematics from the University of California, Santa Barbara. She holds FINRA Series 7 and 66 securities licenses and is a Notary Public for the State of California.

Outside the office, Jaime has taken up golf and is enjoying learning the game. She is an accomplished portrait photographer with many years of experience behind the lens.

Insights

Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.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.