Wendi Hao

About Wendi Hao

I am a Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest to reach their goals. I have nearly 10 years of experience in financial services. Prior to this role, I was an Assistant Vice President, Financial Solutions Advisor at Merrill Lynch. I joined J.P. Morgan in 2023. I hold the required FINRA Series 7, 63 & 65, 66, life & health insurance licenses and do business with residents of all states. I graduated from University of California, Riverside with a Master’s degree in Business Administration. I am located in Redwood City, CA I like spending time with my family and friends. In my free time, I love traveling, and have toured all states. I also enjoy swimming, dancing, playing pool and board games. I can help with your many financial needs, including: • Creating a strategy to reach 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. Vice President & Private Client Advisor at J P Morgan Wealth Management

   J.P. Morgan

   Nov 2023 — Present · Redwood City, CA, US

   Wendi Hao is a Private Client Advisor & Vice President of Investments with J.P. Morgan Wealth Management. Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. 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. Certain custody and other services are provided by JPMorgan Chase Bank, N.A.(JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE JPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: © 2024 JPMorgan Chase & Co. All rights reserved

Education

• University of Oxford

  Oxford Young Entrepreneurial Leadership Program

  2014 — 2014

• University of California, Riverside

  Master of Business Administration (MBA)

  2012 — 2014