Diana KwonDiana KwonClient Associate
About Diana
Diana Kwon is a Client Associate with J.P. Morgan Wealth Management. As a member of The HFV Group, she provides operational and customer services support for institutional clients and high-net-worth individuals. Diana's responsibilities include onboarding procedures, distributing research, maintaining account records and fund movement. She is often the point person to help clients organize their personal documents.
Diana graduated from the University of California at Los Angeles with a B.A. in Gender Studies. She began her career in 2015 as a Client Experience Associate at First Republic Bank, where she learned the value of attentive service. Diana joined J.P. Morgan in 2018 and is an important member of the team.
A native Californian, Diana lives in Berkeley, where in her free time she enjoys the outdoors, traveling and cooking.
Insights
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May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read NowWealth Planning
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May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowRetirement
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May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowMarkets
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May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowFamily Legacy
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May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowFamily Legacy
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowOutlook
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
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