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Alan So's email & phone

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Senior Registered Client Associate at J.P. Morgan|New York, New York, United States

Position:

Senior Registered Client Associate at J.P. Morgan

Location:

New York, New York, United States

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Last updated: 2025-04-08
Updated: 2025-04-08

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Work Experience 16 years

Senior Registered Client Associate at J.P. Morgan

Jul 2023 - Current

Senior Registered Client Service Associate at First Republic Private Wealth Management

Feb 2019 - Jun 2023

Officer - Senior Registered Client Associate at Wells Fargo Advisors

Feb 2019 - Feb 2019

Officer - Registered Client Associate at Wells Fargo Advisors

Mar 2018 - Jan 2019

Registered Client Associate at Wells Fargo Advisors

Feb 2016 - Mar 2018

Registered Client Service Associate - Wealth Management at Morgan Stanley

Feb 2013 - Feb 2016

Client Service Associate - Wealth Management at Morgan Stanley

Jun 2011 - Feb 2013

Intern - Wealth Management at Morgan Stanley

Sep 2010 - Jun 2011

Alan So started working in 2010, then the employee has changed 3 companies and 7 jobs. On average, Alan So works for one company for 1 year 11 months.

Education

Bachelor of Business Administration - BBA at Zicklin School of Business

Frequently Asked Questions

What is Alan So's average duration of employment for different companies?

On average, Alan So works for one company for 1 year 10 months

What industries has Alan So worked in?

Alan So works in the Financial Services.

What positions has Alan So held before?

Previously, Alan So worked as a Senior Registered Client Service Associate, and Officer - Senior Registered Client Associate, and Officer - Registered Client Associate, and Registered Client Associate, and Registered Client Service Associate - Wealth Management.

How do I contact Alan So?

Alan So's phone number is +1-***-***-9002. Sign up to get contact details.

Who is the Chairman & CEO of the J.P. Morgan?

The Chairman & CEO of the J.P. Morgan is James Dimon

Who are Alan So's peers at other companies?

Alan So's peers at other companies are Nan Winborne and Avery Barth and Sharlene Asuncion

Alan So Namesakes

Name
Company
Position
DP WorldA
Director - Cars in Container

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