Eric Chan: Email & Phone Number

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: 2026-06-13

Updated: 2026-06-13

Found email addresses for Eric Chan:

Business emails:

e*******n@ml.com,

e*******n@anz.com,

e*******n@baml.com

Found phone for Eric Chan:

+1-***-***-9713

A different Eric Chan?

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 2 years.

Eric is proficient in Cantonese, English, and Mandarin.

Eric holds Chartered Retirement Planning Counselor certifications.

Education

California State University - East Bay

Associate's degree at Ohlone College

Eric Chan Namesakes

Name

Company

Position

Eric Chen

Deepgram

R&D Director - Artificial Intelligence

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Eric Chan

Sky High ERP

Team Lead

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Eric Chan

Biotage

Field Services Engineer

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