hero the know

David Li is a Wealth Partner at J.P. Morgan Wealth Management, based in Boston, Massachusetts and Palm Beach Gardens, Florida. As an advisor, he strives to “make dreams possible for everyone, everywhere, every day.” The son of immigrants, his parents came to the U.S. from China in pursuit of the American Dream. In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor. 

What’s your favorite thing about being a financial advisor?

It is a thrill to be able to make an impact on people’s lives and develop deep multi-generational relationships.

How do you bring your whole self to work, and how does it help you serve your clients?

It is important to surround yourself with teammates that are exceptional in their craft and share the same client-first values. Our core team operates from different J.P. Morgan Advisors (JPMA) offices based in Boston, Miami, Palm Beach and New York. We leverage the firm’s unparalleled global banking and investment platform. We embrace our team’s diversity; we speak English, Spanish, Mandarin, Portuguese, Arabic and bring a global awareness to our client relationships.

How has Asian history influenced your career path and your personal mission?

Coming from an immigrant family, my parents endured a lot of adversity, but I learned from them the pillars of strong work ethic, education, savings, delayed gratification and investing for growth.

What kind of money advice do you wish somebody told you when you were younger?

I was very fortunate that my parents brought me into every family budget conversation since age 9. Money was tight and nearly every decision was a financial one. Out of curiosity and a love for math, I asked my parents if I could help them track their household budget on a ledger. From my father’s extra tips, I would roll up coins and we would take trips to the local bank to deposit them. This is when I learned about the power of compounded interest, delayed gratification, savings and investing. It was a great way to teach your kids math and the value of money.

What is the mark you hope to leave on the world and the next generation?

As I look into the future, I hope to make an impact, expand economic opportunity and promote financial wellness. I believe the American Dream is still alive. We are relentless in helping our client families make progress and achieve their dreams.

We also recognize that we live and work across communities with disparities in wealth and opportunity. As servant leaders at JPMorgan Chase, we are humbled by our privileged platform and the chance to give back to our local communities. Our team volunteers at local schools to speak with students about practicing good financial hygiene. Our team also dedicated a Scholarship for Future Business Leaders and Entrepreneurs for students with financial need going to college.

Our work is just getting started. Come on, join us. Let’s make dreams possible for everyone, everywhere, every day!

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J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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