Jacqueline Phan
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Jacqueline Phan Email & Phone Number

Private Client Investment Associate at J.P. Morgan Wealth Management
Location: New York City Metropolitan Area, United States, United States 6 work roles 1 school
1 work email found @sigmadeltatau.org LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@sigmadeltatau.org
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Current company
J.P. Morgan Wealth Management
Role
Private Client Investment Associate
Location
New York City Metropolitan Area, United States, United States
Company size
33888 employees

Who is Jacqueline Phan? Overview

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Quick answer

Jacqueline Phan is listed as Private Client Investment Associate at J.P. Morgan Wealth Management, a company with 33888 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at sigmadeltatau.org and a matched LinkedIn profile for Jacqueline Phan.

Jacqueline Phan previously worked as Financial Planner at Prudential Financial and Ecommerce Data Analysis Associate at Telus International. Jacqueline Phan holds Bachelor Of Science - Bs, Finance, Alumni from Rutgers Business School.

Company email context

Email format at J.P. Morgan Wealth Management

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{first_initial}{last}@sigmadeltatau.org
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AeroLeads found 1 current-domain work email signal for Jacqueline Phan. Compare company email patterns before reaching out.

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Profile bio

About Jacqueline Phan

Jacqueline Phan is a Private Client Investment Associate at J.P. Morgan Wealth Management. She possess expertise in microsoft office, teamwork, internal communications, microsoft excel, communication and 4 more skills.

Listed skills include Microsoft Office, Teamwork, Internal Communications, Microsoft Excel, and 5 others.

Current workplace

Jacqueline Phan's current company

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J.P. Morgan Wealth Management
J.P. Morgan Wealth Management
Private Client Investment Associate
New York, NY, US
Website
chase.com
Employees
33888
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Company profile
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6 roles

Jacqueline Phan work experience

A career timeline built from the work history available for this profile.

Private Client Investment Associate

Current
J.P. Morgan Wealth Management
  • Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which.
  • NOT A DEPOSIT
  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NO BANK GUARANTEE
  • MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures.
Nov 2024 - Present

Treasurer

Sigma Delta Tau

New Brunswick, New Jersey, United States

Dec 2021 - Dec 2022

Public Relations Chair

Sigma Delta Tau

New Brunswick, New Jersey, United States

Jul 2021 - Dec 2021
Team & coworkers

Colleagues at J.P. Morgan Wealth Management

Other employees you can reach at chase.com. View company contacts for 33888 employees →

JD Juan Dumeng Juan Dumeng Colleague at J.P. Morgan Wealth ManagementNew York, New York, United States, United States View → CW Charlene Watson Charlene Watson Colleague at J.P. Morgan Wealth ManagementGreater Chicago Area, United States View → KG Kaeley Gatz Kaeley Gatz Colleague at J.P. Morgan Wealth ManagementPort Charlotte, Florida, United States, United States View → MB Mario Birch Mario Birch Colleague at J.P. Morgan Wealth ManagementNew York City Metropolitan Area, United States View → HB Harry Bratton Harry Bratton Colleague at J.P. Morgan Wealth ManagementLexington, Kentucky, United States, United States View → AD Amanda Difilippo Amanda Difilippo Colleague at J.P. Morgan Wealth ManagementPrescott, Arizona, United States, United States View → BW Brittani Wright Brittani Wright Colleague at J.P. Morgan Wealth ManagementGreater Houston, United States View → NQ Nathan Quinn Nathan Quinn Colleague at J.P. Morgan Wealth ManagementGreater Evansville Area, United States View → MS Melissa Stanley (Lissy) Melissa Stanley (Lissy) Colleague at J.P. Morgan Wealth ManagementBedford, Indiana, United States, United States View → AV Adam Vassallo Adam Vassallo Colleague at J.P. Morgan Wealth ManagementSan Diego County, California, United States, United States View →
1 education record

Jacqueline Phan education

FAQ

Frequently asked questions about Jacqueline Phan

Quick answers generated from the profile data available on this page.

What company does Jacqueline Phan work for?

Jacqueline Phan works for J.P. Morgan Wealth Management.

What is Jacqueline Phan's role at J.P. Morgan Wealth Management?

Jacqueline Phan is listed as Private Client Investment Associate at J.P. Morgan Wealth Management.

What is Jacqueline Phan's email address?

AeroLeads has found 1 work email signal at @sigmadeltatau.org for Jacqueline Phan at J.P. Morgan Wealth Management.

Where is Jacqueline Phan based?

Jacqueline Phan is based in New York City Metropolitan Area, United States, United States while working with J.P. Morgan Wealth Management.

What companies has Jacqueline Phan worked for?

Jacqueline Phan has worked for J.P. Morgan Wealth Management, Prudential Financial, Telus International, and Sigma Delta Tau.

Who are Jacqueline Phan's colleagues at J.P. Morgan Wealth Management?

Jacqueline Phan's colleagues at J.P. Morgan Wealth Management include Juan Dumeng, Charlene Watson, Kaeley Gatz, Mario Birch, and Harry Bratton.

How can I contact Jacqueline Phan?

You can use AeroLeads to view verified contact signals for Jacqueline Phan at J.P. Morgan Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jacqueline Phan attend?

Jacqueline Phan holds Bachelor Of Science - Bs, Finance, Alumni from Rutgers Business School.

What skills is Jacqueline Phan known for?

Jacqueline Phan is listed with skills including Microsoft Office, Teamwork, Internal Communications, Microsoft Excel, Communication, Microsoft Outlook, Organization Skills, and Microsoft Teams.

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