Jay TampincoJay Tampinco, CFP®Vice PresidentInvestment Associate
About Jay
Jay Tampinco is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
With more than 20 years of experience, Jay works closely with high-net-worth and ultra-high-net-worth individuals and families, helping them craft effective strategies to pursue meaningful goals across multiple facets of their wealth. He looks to support clients in aligning their wealth with their overall vision for their lives and legacies, advancing steady progress toward their aspirations.
As a member of the team's Investment Committee, Jay contributes to the management of its proprietary investment program, which features a long-term track record. He believes that steady cash flow is a foundational issue for clients—one that provides them with the poise and confidence to maintain their lifestyles. His areas of focus include evaluating the current market environment and outlook, stock selection and customized portfolio construction.
Skilled in financial planning, Jay integrates multiple variables to assess clients' progress toward their objectives, revisiting plans regularly in light of changing conditions. An attentive listener, he takes the time to gain a thorough understanding of each client's circumstances. Jay offers acumen in wealth transfer strategies across generations, helping families preserve and steward the wealth they have worked so hard to create. An adherent of behavioral finance, Jay also serves as a reliable resource who can help clients maintain a long-term perspective in advancing their priorities, cultivating the habits and mindsets of financial success.
Jay moved to J.P. Morgan Wealth Management with his team in 2023. Earlier, he spent three years at First Republic Private Wealth Management, where he was a Vice President. Jay's career also includes eleven years with Merrill Lynch Wealth Management, where he served in a number of leadership roles, including managing and supervising financial advisors in Washington and Oregon. During this tenure, he led various employment networks at Merrill/Bank of America, including the Asian Leadership Network, as well as the Leadership, Education, Advocacy & Development for Women (LEAD). He has been involved in wealth management since 2004.
A graduate of the University of Washington, Jay earned his B.A. in Finance. Committed to professional excellence, he holds the CERTIFIED FINANCIAL PLANNER® designation.
Jay is active in the start-up community in the greater Bellevue area. He and his wife Kendra enjoy spending time with their two daughters, who participate in competitive gymnastics and Jiu Jitsu, and their beloved Lab.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Insight 6: Active cross-generational stakeholder alliance
August 11, 2025As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowInsight 6: Active cross-generational stakeholder alliance
August 11, 2025As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowAre we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now