Chenwei Ni Email & Phone Number

Chenwei Ni

Private Client Advisor at J.P. Morgan | Los Angeles Metropolitan Area

Chenwei Ni Socials
About Chenwei Ni

Chenwei Ni currently serves as a Private Client Advisor at J.P. Morgan Wealth Management, where she leverages her extensive expertise to deliver tailored financial solutions to high-net-worth individuals and families. In her role, Chenwei is responsible for developing comprehensive wealth management strategies that align with her clients’ unique financial goals, risk tolerances, and long-term aspirations. Her deep understanding of investment products, combined with her strong client relationship management skills, enables her to provide personalized advice on portfolio diversification, estate planning, and tax-efficient investing.

One of Chenwei’s key projects involves collaborating with cross-disciplinary teams to design innovative investment solutions that incorporate alternative assets and emerging market opportunities, ensuring her clients stay ahead in a dynamic financial landscape. Her proficiency with industry regulations and compliance standards, reinforced by her Series 7 and Series 66 licenses, ensures that all client interactions and transactions adhere to the highest standards of integrity and security. She emphasizes the importance of secure communication practices, such as avoiding the use of email for trades or transmitting sensitive personal information, aligning with J.P. Morgan’s strict policies on data privacy and client confidentiality.

Fluent in Mandarin, English, and Japanese, Chenwei is adept at serving a diverse client base, offering culturally nuanced insights that foster trust and long-term relationships. Her industry-specific expertise, combined with her commitment to delivering exceptional client service, positions her as a trusted advisor in the competitive landscape of private banking and wealth management.

Chenwei Ni Work
1 experience icon

Private Client Advisor at J.P. Morgan in January 2025 to Present

2 experience icon

Financial Advisor at Merrill Lynch in March 2022 to January 2025

3 experience icon

Relationship Manager at Bank of America in February 2020 to February 2022

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Chenwei Ni Education

Waseda University, Master's degree, June 2026

Shanghai University, Bachelor of Engineering - BE, June 2026

Shanghai University, Bachelor of Engineering - BE, June 2026

Chenwei Ni Skills

Series 7

Series 66

About Chenwei Ni's Current Company
Frequently Asked Questions about Chenwei Ni

What is Chenwei Ni email address?

Email Chenwei Ni at [email protected]. This email is the most updated Chenwei Ni's email found in 2026.

How to contact Chenwei Ni?

To contact Chenwei Ni send an email to [email protected]. (updated on May 06, 2025)

What company does Chenwei Ni work for?

Chenwei Ni works for J.P. Morgan

What is Chenwei Ni's role at J.P. Morgan?

Chenwei Ni is Private Client Advisor

What is Chenwei Ni's Phone Number?

Chenwei Ni's phone (**) *** *** 426

What industry does Chenwei Ni work in?

Chenwei Ni works in the Financial Services industry.

Chenwei Ni Email Addresses

Email Chenwei Ni at [email protected]. This email is the most updated Chenwei Ni's email found in 2026.

Chenwei Ni Phone Numbers

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