Andrew FirstmanAndrew Firstman
Managing Director
Wealth Partner

"With 32 years of financial industry experience, I have spent my career delivering clear, concise and cost-effective asset management strategies."

About Andrew

Andrew Firstman is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. With 32 years of financial industry experience, Andrew has spent his career delivering clear, concise and cost-effective asset management strategies. Since 1994, Andrew has authored a monthly financial markets commentary and investment strategy letter for clients and colleagues.

Before joining J.P. Morgan in 2015, Andrew was at Donaldson, Lufkin & Jenrette/Credit Suisse Securities (USA) LLC for 19 years. He earned both his B.A. and M.A. degrees from the University of Chicago, with a concentration in Economics for his B.A., and in Economics and Policy for his M.A. In 2021, 2020 and 2019, Andrew was recognized as a Forbes Best-In-State Wealth Advisor.1

Andrew lives in Atlanta and is married with six children.

1. The Forbesranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbesnor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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(404) 842-4043andrew.firstman@Jpmorgan.com