Henry Lau, CFP®, ChFC®, CDFA®, WMCP®, CRPC™, AWMA™

Experience

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  Bank of America

  Mar 2006 - Sept 2011

  Loan Officer
• 

  Chase

  Oct 2011 - Feb 2013

  Loan Officer
• 

  Bank of America

  Mar 2013 - May 2014

  Loan Officer
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  Edward Jones

  May 2014 - Dec 2015

  Financial Advisor
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  JPMorgan Chase Bank NA

  Mar 2016 - Sept 2016

  Private Client Investment Associate
• 

  JPMorgan Securities LLC

  Oct 2016 - Oct 2017

  Financial Advisor Associate
• 

  J.P. Morgan Wealth Management

  Oct 2017 - now

  J.P. Morgan Private Client Advisor

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