James Yau
Senior Associate, Banker @J.P. Morgan Private Bank
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WORK HISTORY
Senior Associate, Banker @J.P. Morgan Private Bank
Birmingham, MI, US
As a Banker in the U.S. Private Bank, I advise high-net-worth families on building, preserving, and managing their wealth through a holistic, goals-based approach. Using expertise in investments, financial planning, credit, and banking, I manage client relationships, provide tailored advice, and deliver exceptional service. I am responsible for both growing existing relationships and acquiring new clients, leveraging internal specialists and J.P. Morgan’s full platform to meet clients’ short- and long-term financial objectives while ensuring compliance with all regulatory and risk controls.J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). 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. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co.(JPM). INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
EDUCATION
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration - MBA
University of Michigan
Bachelor of Science (BS)
Michigan State University - Eli Broad College of Business
Master of Science - MS
Air Force Institute of Technology-Graduate School of Engineering & Management
Graduate Certificate
ABOUT JAMES YAU
As a Senior Associate and Banker at J.P. Morgan Private Bank, I leverage over a year of…
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