Eric Chan

Eric Chan: Email & Phone Number

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Vice President-Investments, Private Client Advisor at J.P. Morgan Wealth Management|San Francisco Bay Area, United States

Position:

Vice President-Investments, Private Client Advisor at J.P. Morgan Wealth Management

Location:

San Francisco Bay Area, United States

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Last updated: 2026-05-08
Updated: 2026-05-08

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Work Experience 29 years

Vice President-Investments, Private Client Advisor at J.P. Morgan Wealth Management

Mar 2024 - Current

Financial Solution Advisor at Bank of America Merrill Lynch

Nov 2019 - Mar 2024

Vice President at EBSI Private

May 2018 - Oct 2019

Senior Relationship Manager at Standard Chartered

Oct 2016 - May 2018

Associate Relationship Director (Greater China Region) at ANZ

Sep 2014 - Oct 2016

Financial Planning Consultant at ANZ

Jul 2014 - Sep 2014

Financial Planning Manager at HSBC

Jan 2011 - Jul 2014

Senior Relationship Manger at Fubon Financial Holding Co., Ltd. 富邦金控

Jan 2013 - Jan 2013

Financial Planning Consultant at Citi

Jan 2010 - Jan 2011

Financial Planner at AIA

Jan 2006 - Jan 2010

Sales Manager at Jdm_Jdm_Parts

Jan 2004 - Jan 2005

R&D Technical Staff at Transmeta

Jan 2000 - Jan 2003

Lab Rework Technician at Sun Microsystems

Jan 2000 - Jan 2000

Functional System Tester at Solectron

Jan 1997 - Jan 2000

Eric Chan started working in 1997, then the employee has changed 12 companies and 12 jobs. On average, Eric Chan works for one company for 1 year 11 months.

Education

California State University - East Bay

Associate's degree at Ohlone College

Frequently Asked Questions

What is Eric Chan's email address?

SignalHire found a verified business email address for Eric Chan: **@gmail.com.

What is Eric Chan's phone number?

SignalHire found a verified phone number for Eric Chan: +1-***-***-4937.

How do I contact Eric Chan at J.P. Morgan Wealth Management?

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What is Eric Chan's professional background?

Eric Chan has 29 years of professional experience. They have held roles including Financial Solution Advisor, Vice President, and Senior Relationship Manager at companies such as Bank of America Merrill Lynch, EBSI Private, and Standard Chartered. Their education includes California State University - East Bay, and Associate's degree from Ohlone College.

Is Eric Chan's contact information up to date?

Yes. Eric Chan's SignalHire profile was last updated on 8 May 2026, reflecting their current position as Vice President-Investments, Private Client Advisor at J.P. Morgan Wealth Management.

Eric Chan Namesakes

Name
Company
Position
Eric Chen
R&D Director - Artificial Intelligence
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Eric Chan
Client Services Executive
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Eric Chan
CHEERS HOLDINGS PTE LTD
Strategic Food Services Business Partner cum Category Manager
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