Su Dong
Private Client Advisor at J.P. Morgan
Based in Chicago, United States
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Seniority
Manager
Department
Sales & Business Development
Location
Chicago
Industry
Financial Services
Company size
81K
Contact information
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s•••••••@jpmorgan.com
Phone
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Background
About Su Dong
Su is a Vice President of Investments and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, he helps clients understand their financial goals and objectives. Su has over 12 years of experience in financial services. He holds the required FINRA Series 7, 66, 6, 63, Life and Health Insurance licenses. Su lives in the suburbs of Chicago with his wife, Courtney; and their two children. In his spare time, he enjoys spending time with family and friends. Su graduated from Miami University with a Bachelor's Degree in Finance and Economics. Su can help with your many financial needs, including: • Creating a strategy toward 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
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