Caitlin ChanCaitlin ChanSenior Client Associate
About Caitlin
Caitlin Chan is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Meyers Group, she provides account maintenance and customer service for high-net-worth individuals and families. Caitlin's responsibilities include onboarding procedures, preparing financial documents, wire transfers and ad hoc requests. She works diligently to deliver an excellent customer experience.
Caitlin graduated from the University of California, Berkeley with a B.A. in Data Science. With two years of experience in financial services, she began her career in 2022 at Capital Group as a SLATE Associate. Caitlin joined J.P. Morgan in 2024. She holds FINRA Series 7 and 66 securities licenses.
Caitlin lives in Daly City with her Shiba Inu, Matcha. Outside work, she enjoys crocheting, supporting her local libraries, and attending concerts.
Insights
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