James Chen

Senior Wealth Strategist

James Chen is currently a Senior Wealth Strategist at UBS, where they have been since 2024. Previously, they held positions in Trading Solutions at TD Ameritrade from 2016 to 2017, and at J.P. Morgan in the Private Bank, Global Families Group from 2021 to 2024. James is pursuing a Master of Science (M.Sc.) degree at The Johns Hopkins University.

Location

New York, United States

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