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
Wealth Planning
Planning for separation or divorce
November 12, 2026Make sure to plan for all potential outcomes.Read Now
Markets and Economy
Americans are still spending. Why aren’t consumer discretionary stocks keeping up?
November 12, 2026Despite higher prices in 2026, Americans have continued to spend. At the same time, consumer discretionary stocks have lagged. Here are the factors that can help explain the divide – and what investors can watch for next.Read Now
Wealth Planning
New year, new perspective (on your financial future)
November 12, 2026The new year can set the stage for new beginnings. If you are looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now
Wealth Planning
Planning for your child becoming an adult
November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
Retirement
How the inherited IRA 10-year rule works under the SECURE Act
November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read Now
Investing
How to manage your employee stock options
November 10, 2026It’s important to consider the tax and investment implications of holding or exercising your options.Read Now
Investing
A guide to alternative investments: What they are and how they work
November 9, 2026Learn what alternative investments are, how they work, and the potential benefits and risks to consider before adding alternatives to your portfolio.Read Now
Markets and Economy
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read Now
Wealth Planning
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read NowWealth Planning
Planning for separation or divorce
November 12, 2026Make sure to plan for all potential outcomes.Read NowMarkets and Economy
Americans are still spending. Why aren’t consumer discretionary stocks keeping up?
November 12, 2026Despite higher prices in 2026, Americans have continued to spend. At the same time, consumer discretionary stocks have lagged. Here are the factors that can help explain the divide – and what investors can watch for next.Read NowWealth Planning
New year, new perspective (on your financial future)
November 12, 2026The new year can set the stage for new beginnings. If you are looking to better manage your finances, here are three strategies rooted in behavioral science.Read NowWealth Planning
Planning for your child becoming an adult
November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowRetirement
How the inherited IRA 10-year rule works under the SECURE Act
November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read NowInvesting
How to manage your employee stock options
November 10, 2026It’s important to consider the tax and investment implications of holding or exercising your options.Read NowInvesting
A guide to alternative investments: What they are and how they work
November 9, 2026Learn what alternative investments are, how they work, and the potential benefits and risks to consider before adding alternatives to your portfolio.Read NowMarkets and Economy
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read NowWealth Planning
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.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.