Henry Chen

Henry Chen: Email & Phone Number

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Managing Director of Investments & Private Client Advisor at J.P. Morgan Wealth Management at J.P. Morgan|Sugar Land, Texas, United States

Position:

Managing Director of Investments & Private Client Advisor at J.P. Morgan Wealth Management at J.P. Morgan

Location:

Sugar Land, Texas, United States

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Last updated: 2026-05-25
Updated: 2026-05-25

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Work Experience 18 years

Managing Director of Investments & Private Client Advisor at J.P. Morgan Wealth Management at J.P. Morgan

May 2026 - Current

Executive Director of Investments & Private Client Advisor at J.P. Morgan Wealth Management

Jan 2024 - May 2026

Senior Vice President of Investments & Private Client Advisor at J.P. Morgan Wealth Management

Oct 2014 - Jan 2024

Branch Manager at JPMorgan Chase & Co.

Oct 2012 - Oct 2014

Private Client Banker at JPMorgan Chase & Co.

May 2011 - Oct 2012

Loss Mitigation Manager at MOS Group, Inc.

Mar 2008 - May 2011

Henry Chen started working in 2008, then the employee has changed 3 companies and 5 jobs. On average, Henry Chen works for one company for 3 years 1 month.

Henry is proficient in Mandarin Chinese.

Henry holds Wealth Management Certified Professional® and Chartered Financial Consultant® certifications and has been awarded Forbes 2026 Best-in-State Wealth Advisors

Education

California State Polytechnic University-Pomona

Henry Chen Namesakes

Name
Company
Position
Henry Chen
Assistant Manager
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Henry
Brighterway
Software Engineer
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henry chen
Investor
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