Su Dong

About Su Dong

Su is a Vice President of Investments and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, he helps clients understand their financial goals and objectives. Su has over 12 years of experience in financial services. He holds the required FINRA Series 7, 66, 6, 63, Life and Health Insurance licenses. Su lives in the suburbs of Chicago with his wife, Courtney; and their two children. In his spare time, he enjoys spending time with family and friends. Su graduated from Miami University with a Bachelor\'s Degree in Finance and Economics. Su can help with your many financial needs, including: • Creating a strategy toward your financial goals • Checking in on your investment portfolio • Managing through life changes • Planning for retirement on your terms • Identifying investment opportunities and staying up to date on market movements

Experience

1. Private Client Advisor

   J.P. Morgan

   Oct 2020 — Present · Chicago, IL, US

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Education

• Miami University

  Bachelor's Degree

  2008 — 2012