Next-Gen + Best-in-State · rank 36 · Santa Clara, California · listed firm: J.P. Morgan Wealth Management
Identity & firm
- Firm — J.P. Morgan Wealth Management (high)
- “Trung Lam is a Managing Director and Private Client Advisor at J.P. Morgan Wealth Management.” — firm_official
- Parent company — JPMorgan Chase & Co. (high)
- “NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "J.P. MORGAN SECURITIES LLC", "iaOnly": "N", "registrationBeginDate": "10/1/2012", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "3702"” — sec_finra_regulatory
- Team name — gap: not_applicable
- Team size — gap: not_public
- CRD — 6045243 (high)
- “"individualId": 6045243, "firstName": "TRUNG", "middleName": "THUA", "lastName": "LAM", "otherNames": ["TRUNG T LAM"], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 14 (high)
- “"daysInIndustryCalculatedDate": "5/13/2012"” — sec_finra_regulatory
- “Trung launched his career at J.P. Morgan in 2012. He has spent the ensuing years partnering with clients to help them pursue their wealth goals.” — firm_official
- Designations — CFP (high)
- “professional, Trung’s focus is on creating a holistic wealth plan before turning his attention to advising on investing and lending strategies.” — firm_official
- “Trung completed the CFP” — firm_official
Book of business
- Team AUM ($M) — 898 (medium)
- “{"rank":36,"year":2026,"uri":"trung-lam","firm":"J.P. Morgan Wealth Management","city":"Santa Clara","state":"California","msa":"San Jose, CA","gender":"M","qas":{"Asset Date":"6/30/2025","Minimum account size for new bu” — forbes_shook
- Account minimum ($M) — 1 (high)
- “"Minimum account size for new business":"$1M"” — forbes_shook
- Typical client net worth ($M) — 3 (medium)
- “"Typical Net Worth of Relationships":"$3-250M"” — forbes_shook
- Client niche — high-net-worth individuals, families, business owners and corporate executives (high)
- “Trung provides wealth planning, portfolio management and portfolio lending services to high-net-worth individuals, families, business owners and corporate executives.” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “INVESTMENT AND INSURANCE PRODUCTS ARE:” — firm_official
Positioning & marketing
- Website url — https://jpmorganwealthmanagement.chase.com/advisor/ca/trung-lam (high)
- “Trung Lam | J.P. Morgan Advisor in Santa Clara, CA” — firm_official
- Value proposition (verbatim) — Trung provides wealth planning, portfolio management and portfolio lending services to high-net-worth individuals, families, business owners and corporate executives. His caring and compassionate demeanor is at the center of how he works to help clients grow and preserve their wealth. (high)
- “Trung provides wealth planning, portfolio management and portfolio lending services to high-net-worth individuals, families, business owners and corporate executives. His caring and compassionate demeanor is at the cente” — firm_official
- Differentiators — Plan-first sequencing: holistic wealth plan before investing and lending advice, Tax-aware portfolio strategies including loss harvesting to manage capital gains, Portfolio lending alongside planning and portfolio management, Caring and compassionate demeanor as the center of the client relationship, Full career at J.P. Morgan since 2012 (high)
- “professional, Trung’s focus is on creating a holistic wealth plan before turning his attention to advising on investing and lending strategies. This approach highlights his skill in constructing portfolios and assisting ” — firm_official
- “His caring and compassionate demeanor is at the center of how he works to help clients grow and preserve their wealth.” — firm_official
- Content marketing — none (medium)
- “Start a conversation with Trung Lam - J.P. Morgan Wealth Management in Santa Clara, CA. Learn how J.P. Morgan Wealth Management and our dedicated client advisors can help you reach your financial goals.” — firm_official
- Has podcast — no (medium)
- “Trung Lam is a Managing Director and Private Client Advisor at J.P. Morgan Wealth Management.” — firm_official
- Books published — 0 (medium)
- “Trung earned a B.A. in Economics from the University of Southern California, where he was on the Dean’s List.” — firm_official
- Linkedin url — https://www.linkedin.com/in/trunglam1/ (medium)
- “Trung Lam, CFP® - J.P. Morgan Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Trung Lam, CFP® - J.P. Morgan Wealth Management | LinkedIn” — social_or_third_party_db
- Press awards — Financial Planning, Top 40 Brokers Under 40 (2026, 2025) (high)
- “"Trung Lam" (Santa Clara, CA) provides wealth planning, portfolio management and portfolio” — professional_press
- “Financial Planning: "Top 40 Brokers Under 40" (2026, 2025)” — firm_official
Visual brand
- Has distinct logo — no (high)
- Logo url — https://a.mktgcdn.com/p/UTMSG_udqTfHOR_XwJDrPEd4PchK9n2fTZJM-bd1dg0/333x102.png (high)
- Visual brand notes — Standard J.P. Morgan Wealth Management corporate template: navy and white palette, restrained corporate sans typography, formal advisor headshot. No individualized visual identity. (high)
