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Explore our services
Wealth planning
Receive a multigenerational wealth plan with personalized strategies and guidance.
Investing
Experience a holistic approach to investing, centered on your goals and priorities.
Lending
Unlock liquidity with a variety of customized lending products, strategies and solutions.
Banking
Access a variety of banking products and services tailored to your needs
Family wealth platform
Explore our platform of specialized services designed for ultra-high-net-worth clients.
Services
Explore our services
See an overview of our offerings
Wealth planning
Receive a multigenerational wealth plan with personalized strategies and guidance.
Investing
Experience a holistic approach to investing, centered on your goals and priorities.
Lending
Unlock liquidity with a variety of customized lending products, strategies and solutions.
Banking
Access a variety of banking products and services tailored to your needs
Family wealth platform
Explore our platform of specialized services designed for ultra-high-net-worth clients.
Learn about us
Join our team
See how we support our elite advisors
About Us
Learn about us
Discover our approach, digital tools and community initiatives
Join our team
See how we support our elite advisors
CONTACT US
Keith Henry
Regional Director
keith.henry@jpmorgan.com
Our New York advisors consult closely with clients to explore and identify the goals that are most important for them and their families. Keeping this information at the forefront, they center their financial advice around the entirety of each individual's objectives. By building a strong relationship with clients, our advisors serve as an advocate to access the global resources of the firm, bringing the full capabilities of J.P. Morgan down to a personal, customized size. They address the many elements of wealth that extend beyond investment strategies to include banking, lending, trust and estate planning and more. Our advisors look forward to the chance to work directly with you and share best practices and innovative ideas.
Our Services
Your advisor is your personal guide to the full range of J.P. Morgan's capabilities, providing a single point of access for managing your entire financial life.
Wealth Planning
We combine industry-leading analysis with individualized strategies to help you grow, protect and transfer your wealth by managing your taxes and cash flow.
Investment Management
We provide tailored portfolio management informed by J.P. Morgan’s proprietary data and research, helping you best allocate your assets and capitalize on emerging market trends.
Banking
Our dedicated banking specialists are experts at helping you simplify your finances, and our digital banking tools allow you to securely access and manage your money whenever you need to.
Lending
We offer a wide range of tailored lending options, including individualized credit strategies, securities-backed lending and personalized financing, backed by the strength of J.P. Morgan.
New York Teams
Leslie Knox Johnson
phone(212) 272-1798
leslie.johnson@jpmorgan.com
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SVDG Partners
phone(212) 272-4021
svdg_partners@jpmorgan.com
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Maybach Partners
phone(212) 272-2736
maybach.partners@jpmorgan.com
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The Canell Group
phone(212) 272-2330
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TheGrossman Group
phone(212) 272-4006
adam.j.grossman@jpmorgan.com
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D. Peter Tipping
phone(212) 272-7461
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Gilman Private Wealth Management
phone(212) 272-7000
robert.gilman@jpmorgan.com
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The Starker Delehanty Group
phone(212) 272-0144
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The Kolker Group
phone(212) 272-7010
the.kolker.group@jpmorgan.com
The O’Reilly Polaniecki Group
phone(212) 272-4865
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The Croitoroo Group
phone(212) 272-6697
paul.croitoroo@jpmorgan.com
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The Amato-Waldbauer Group
phone(212) 272-4004
patrick.amato@jpmorgan.com
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The Holland Goodwyn Group
phone(212) 272-0341
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The MKV Group
phone(212) 272-0027
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The Weikes Slattery Group
phone(212) 272-6664
the.weikes.group@jpmorgan.com
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The Venetos Group
phone(212) 272-2870
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The O’Callaghan Thomas Group
phone(212) 272-0280
OT_Team@jpmorgan.com
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The Tonzola Group
phone(212) 272-8352
john.tonzola@jpmorgan.com
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The Kelly Group
phone(212) 272-9581
kellygroup@jpmorgan.com
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Thomas Pescherine
phone(212) 272-0666
thomas.pescherine@jpmorgan.com
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The Stewart-Tucker Group
phone(877) 339-2559
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The Tafani Group
phone(212) 272-1819
aldi.tafani@jpmorgan.com
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Robert Thorburn
phone(212) 272-0266
robert.thorburn@jpmorgan.com
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The GGC Group
phone(212) 272-6460
alexander.christon@jpmorgan.com
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Seth Goldman
phone(212) 272-1054
seth.goldman@jpmorgan.com
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The Bregman Rowe Group
phone(212) 272-2329
robert.bregman@jpmorgan.com
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Ray Hayes
phone(212) 272-3674
raymond.hayes@jpmorgan.com
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The LH Group
lh.group@jpmorgan.com
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Margaret Flynn
phone(212) 464-0484
margaret.l.flynn@jpmorgan.com
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Alan Ertel
phone(212) 272-3782
alan.ertel@jpmorgan.com
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Galit Ben-Joseph
phone(212) 272-2420
galit.ben-joseph@jpmorgan.com
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Gregory Walker
phone(212) 272-7176
gregory.walker@jpmorgan.com
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Madelyn R. Miller
phone(212) 272-9584
madelyn.miller@jpmorgan.com
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The Powers Wealth Management Group
phone(212) 272-2930
ray.powers@jpmorgan.com
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John Rasulo
phone(212) 272-5031
john.rasulo@jpmorgan.com
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Hernan Lautersztein
phone(212) 272-5242
hernan.lautersztein@jpmorgan.com
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Kathy L. Frazier
phone(212) 272-0800
kathy.frazier@jpmorgan.com
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The Donnelly Wealth Management Group
donnellywealth@jpmorgan.com
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The G Wealth Management Group
phone(212) 272-2110
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Gryphon Wealth Management
phone(212) 272-4238
frank.schiro@jpmorgan.com
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Robert Knox Hayes
phone(212) 622-5748
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LBR Partners
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Marc Torres
phone(212) 622-3408
marc.w.torres@jpmorgan.com
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Nicole Weisman
phone(212) 272-6520
nicole.weisman@jpmorgan.com
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The Yamin Group
phone(212) 272-0118
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The Fishman Oleson Group
phone(212) 272-7107
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William McGuinn & Brian Keenan
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Christopher Lawrence
phone(212) 270-6042
christopher.lawrence@jpmorgan.com
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Lili Buffett
phone(212) 272-7738
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John Callimanis
phone(212) 272-6809
john.callimanis@jpmorgan.com
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James Foote
phone(212) 272-8892
james.foote@jpmorgan.com
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William Slayne
phone(212) 259-5938
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Arthur Pensato
phone(212) 259-5939
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Ruben Torres
phone(212) 272-1201
View Website
The Gazieva Group
phone(212) 464-2843
View Website
Insights
Markets
Seven considerations to make the most of market volatility
August 9, 2024Fluctuations are no reason to sit still. Here are some actions investors can take.Read Now
Outlook
A new presidential race is on – know the potential investment implications
August 8, 2024J.P.Morgan Wealth Management recently presented a webcast about the 2024 election and its market implications. Here are the key points investors should pay attention to.Read Now
Outlook
Eye on the Market: There’s no place like home
August 6, 2024In the latest Eye on the Market: There’s No Place Like Home, Michael Cembalest, Chairman of Market and Investment Strategy for J.P.Morgan Asset and Wealth Management, unpacks recent market movement and work-from-home trends.Read Now
Investing
Growth fears have sparked market volatility
August 6, 2024Markets are trading with a risk-off sentiment following the release of the July 2024 Jobs Report. Here’s what our strategists have to say.Read Now
Investing
Quick shot: Volatility is a feature of investing, not a bug
August 6, 2024When it comes to markets, we encourage investors to maintain a principled approach and not to miss the forest for the trees.Read Now
Outlook
July 2024 Jobs Report: 114,000 jobs added, a sharp slowdown from June
August 5, 2024The U.S. economy added significantly less jobs than expected in July, making a September interest rate cut from the Federal Reserve even more likely.Read Now
Markets
Triple take: What did we learn this week?
August 2, 2024Our thoughts on the Federal Reserve’s recent news, artificial intelligence, spending and geopolitics.Read Now
Investing
How to assess the potential impact of AI on your portfolio
August 2, 2024Companies and fund managers are moving quickly to tap into AI’s potential, but are they also properly weighing the risks? Here’s how we’re making our assessments.Read Now
Outlook
July 2024 Fed meeting: Rates remain steady for another month
August 1, 2024The Federal Reserve held rates steady in July, but left the door open to a possible rate cut in September.Read Now
Markets
Seven considerations to make the most of market volatility
August 9, 2024Fluctuations are no reason to sit still. Here are some actions investors can take.Read Now
Outlook
A new presidential race is on – know the potential investment implications
August 8, 2024J.P.Morgan Wealth Management recently presented a webcast about the 2024 election and its market implications. Here are the key points investors should pay attention to.Read Now
Outlook
Eye on the Market: There’s no place like home
August 6, 2024In the latest Eye on the Market: There’s No Place Like Home, Michael Cembalest, Chairman of Market and Investment Strategy for J.P.Morgan Asset and Wealth Management, unpacks recent market movement and work-from-home trends.Read Now
Investing
Growth fears have sparked market volatility
August 6, 2024Markets are trading with a risk-off sentiment following the release of the July 2024 Jobs Report. Here’s what our strategists have to say.Read Now
Investing
Quick shot: Volatility is a feature of investing, not a bug
August 6, 2024When it comes to markets, we encourage investors to maintain a principled approach and not to miss the forest for the trees.Read Now
Outlook
July 2024 Jobs Report: 114,000 jobs added, a sharp slowdown from June
August 5, 2024The U.S. economy added significantly less jobs than expected in July, making a September interest rate cut from the Federal Reserve even more likely.Read Now
Markets
Triple take: What did we learn this week?
August 2, 2024Our thoughts on the Federal Reserve’s recent news, artificial intelligence, spending and geopolitics.Read Now
Investing
How to assess the potential impact of AI on your portfolio
August 2, 2024Companies and fund managers are moving quickly to tap into AI’s potential, but are they also properly weighing the risks? Here’s how we’re making our assessments.Read Now
Outlook
July 2024 Fed meeting: Rates remain steady for another month
August 1, 2024The Federal Reserve held rates steady in July, but left the door open to a possible rate cut in September.Read Now
About Us
At J.P. Morgan Wealth Management, we will work closely with you to understand your unique needs and create solutions designed to help you meet your financial goals. Our experienced advisors excel at tailoring individual portfolios utilizing J.P. Morgan’s robust investment capabilities.
Find an advisor
Careers at J.P. Morgan Wealth Management New York
J.P. Morgan Wealth Management offers financial advisors the best of both worlds -- a boutique and a global powerhouse. As an advisor at J.P. Morgan, you would have access to award-winning teams across the firm, top-notch research and thought leadership – all backed by a fortress balance sheet.
CONTACT US