Jaime Nguyen-LeJaime Nguyen-LeClient Associate
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
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July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
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