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
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