Chenwei Ni
Private Client Advisor at J.P. Morgan | Los Angeles Metropolitan Area
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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.
Private Client Advisor at J.P. Morgan in January 2025 to Present
Financial Advisor at Merrill Lynch in March 2022 to January 2025
Relationship Manager at Bank of America in February 2020 to February 2022
Foreign Exchange Sales Trader at デューカスコピー・ジャパン株式会社 / Dukascopy Japan K.K. in December 2018 to July 2019
Translator and Communication Specialist at TOYOTA ENTERPRISE CO.,LTD. in July 2017 to September 2018
Stock Trader at kabu.com Securities in July 2016 to June 2017
Commodities Sales Trader at Evolution Japan Co., Ltd in April 2015 to March 2016
Student and Sponsor Recruiter, Teaching Assistant (Internship) at The Japan Institute of Logic in January 2011 to January 2013
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Waseda University, Master's degree, June 2026
Shanghai University, Bachelor of Engineering - BE, June 2026
Shanghai University, Bachelor of Engineering - BE, June 2026
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Series 7
Series 66
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Discover more about J.P. MorganWhat 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
Chenwei Ni Phone Numbers
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