Khanh H Nguyen

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 03/2024
  Imac Concept, Llc
  Garland, TX
• 07/2016 → Present
  J.P. Morgan Securities, Llc
  Richardson, TX
• 01/2018 → Present
  Jpmorgan Chase Bank, N.A
  Richardson, TX
• 06/2017 → Present
  Imac Concept Llc
  Garland, TX
• 06/2017 → 07/2025
  Imac Concept Llc
  Sachse, TX

Previous Registrations

• 2011-03-03 → 2012-10-01
  Chase Investment Services Corp.
  Plano, TX
  Irving, TX
  Dallas, TX
  Irving, TX
  Richardson, TX

Other Businesses

Entity Name:Short Term Rental Investment related: No Address: Pensacola, FL Nature of the other business: Real Estate Position/ Title/ Relationship: Owner/Partner Start Date: May 17, 2022 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Home will be rented out for short term rental. I no have responsibilities as i have hired a property manager and the company will take care of managing this property, renters and maintenance. Entity Name:IMAC CONCEPT LLC Investment related: No Address: Garland, TX Nature of the other business: Real Estate Position/ Title/ Relationship: Owner/Partner Start Date: Jun 01, 2017 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: No direct responsibilities, spouse manages investment properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-02
• S63 Uniform Securities Agent State Law Examination
  2005-01-24

Other Names

• Katie H-T Nguyen
• Khanh H-T Nguyen