Andrew FirstmanAndrew Firstman
Managing Director
Wealth Partner

"Throughout my career, I have had the privilege of working with extraordinary clients and team members. I am committed to bringing them intellectual honesty, intellectual integrity and intellectual rigor every step of the way."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023
Top Wealth Advisors Best-In-State
2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019

About Andrew

Andrew Firstman is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

With 35-plus years of financial industry experience, Andrew has spent his career delivering clear, concise and cost-effective wealth management strategies. His focus is on assimilating economic data flow into building blocks to identify the macro themes that can drive asset valuation, then using these insights to put money to work in a very targeted fashion. He has found that although the markets can be unpredictable, sometimes the most simple strategy can be an optimal strategy.

Before joining J.P. Morgan in 2015, Andrew was at Donaldson, Lufkin & Jenrette/Credit Suisse Securities (USA) LLC for nineteen years. He earned a B.A. with a concentration in Economics and an M.A. with a concentration in Economics and Policy from the University of Chicago, concurrently and in four years. Since 1994, he has authored a monthly financial markets commentary and investment strategy letter to deliver a level of communication and comprehension.

Andrew lives in Atlanta and is married with six children.

Insights

Family Legacy

When it comes to luxury travel, experience is king

June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Markets

Middle East tensions challenge renewed investor confidence

June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
Retirement

What is a backdoor Roth IRA?

June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.