
Trung Lam,
Managing Director Private Client Advisor
3057 Stevens Creek Blvd, Floor 02Santa Clara, CA 95050Awards and industry recognition




Forbes
Top Wealth Advisors Best-In-State
2024 | 2023
Forbes
Top Next-Gen Wealth Advisors
2024
Forbes
Top Next-Gen Wealth Advisors Best-In-State
2024 | 2023
Financial Planning
Top 40 Brokers Under 40
2025
About
Trung

Market insights
Discover how our industry strategists analyze the trends shaping today's market. Partner with a J.P. Morgan Private Client Advisor for deeper insights and informed decision-making.
Explore market insights