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 6 work roles 1 school
1 work email found @sigmadeltatau.org LinkedIn matched
✓ Verified July 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
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 with 33888 employees, based in New York City Metropolitan Area, 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

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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 offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: ● 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: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin© 2024 JPMorgan Chase & Co. All rights reserved

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 →

NP Nancy Pineda Nancy Pineda Colleague at J.P. Morgan Wealth ManagementDallas, Texas, United States View → SG Stephanie Golden Stephanie Golden Colleague at J.P. Morgan Wealth ManagementSpringfield-Branson, Missouri Area, United States View → NS Nanaki Serai Nanaki Serai Colleague at J.P. Morgan Wealth ManagementLynnwood, Washington, United States View → JP Jessica Pazos Jessica Pazos Colleague at J.P. Morgan Wealth ManagementTucson, Arizona, United States View → IA Ivette Agosto Ivette Agosto Colleague at J.P. Morgan Wealth ManagementNew York, United States View → TB Tony Borer Tony Borer Colleague at J.P. Morgan Wealth ManagementColumbus, Ohio, United States View → LV Leticia Varela Leticia Varela Colleague at J.P. Morgan Wealth ManagementRound Rock, Texas, United States View → MJ Mary Jane Lopo Mary Jane Lopo Colleague at J.P. Morgan Wealth ManagementLong Beach, California, United States View → DS Dee Sodha Dee Sodha Colleague at J.P. Morgan Wealth ManagementGreater Orlando, United States View → DC Don Clinkenbeard Don Clinkenbeard Colleague at J.P. Morgan Wealth ManagementSeattle, Washington, 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 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 Nancy Pineda, Stephanie Golden, Nanaki Serai, Jessica Pazos, and Ivette Agosto.

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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