- Wealth Management Experience: Since 2000Linda Yang is a Senior Vice President and Advanced Planner with J.P. Morgan Wealth Management. Ms. Yang joined J.P. Morgan Wealth Management, First Republic now part of JPMorgan Chase, in 2023. She engages high net worth clients in a comprehensive planning process in order to help them achieve their financial goals. In providing solutions focused on cash flow and retirement income, asset allocation, risk management, and estate planning strategies, she helps clients move towards their objectives for the management, protection, and preservation of their wealth. Prior to joining First Republic in 2015, Ms. Yang was a Vice President and Wealth Planner at MUFG Union Bank in Los Angeles from 2007 to 2015. She started her planning career at Scotiabank in Toronto, Canada as a Wealth Planning Consultant, where she designed comprehensive financial plans for high net worth clients.
- Professional DesignationMs. Yang is a CERTIFIED FINANCIAL PLANNER™ professional.
- EducationMs. Yang received her Bachelor of Science from the University of Toronto.
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