Trung Lam,

Managing DirectorPrivate Client Advisor

CONNECT WITH Trung meet my team

3057 Stevens Creek Blvd, 02Santa Clara, CA 95050

trung.lam@jpmorgan.com

Awards and industry recognition

Forbes | Shook
Best-In-State Wealth Advisors
2026, 2025, 2024, 2023
Forbes | Shook
Top Next-Gen Wealth Advisors
2026, 2025, 2024
Forbes | Shook
Best-in-State Next-Gen Wealth Advisors
2026, 2025, 2024, 2023
Financial Planning
Top 40 Brokers Under 40
2026, 2025

About
Trung

Work 1:1 with Trung

Meet our team

Trung Lam
Managing DirectorPrivate Client Advisor
510-789-0003
CONNECT WITH Trung
Valentina Do
Private Client Advisor
408-423-5301
valentina.do@jpmorgan.com
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James Ku
Vice PresidentPrivate Client Advisor
408-878-0033
james.ku@jpmorgan.com
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Nick Wang
510-789-0253
nick.y.wang@jpmorgan.com
Veronica Vu
408-343-4281
veronica.t.vu@jpmorgan.com

Specialist resources

Managing Director Head of Family Dynamics
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Bob Austrian
Executive Director Client Specialist
bob.austrian@jpmorgan.com
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Miranda Holmes
Managing Director Wealth Planner
miranda.holmes@jpmorgan.com
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Katarina Markovic
Executive Director Alternative Investments Specialist
213-864-9117
katarina.markovic@jpmorgan.com
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