About Gary

Gary Worley is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management.

Gary draws on three decades of institutional-quality fixed income experience to address the sophisticated investment management needs of ultra-high-net-worth families. He couples his background with the differentiated services of J.P. Morgan's Outsourced CIO (OCIO) capabilities to help oversee the challenges and opportunities that accompany long-term, multi-generational family assets. The OCIO is a boutique advisory team within the firm, dedicated to assisting the most prominent families in fulfilling their mandates and establishing a meaningful legacy.

In a career that began right out of college at a middlemarket fixed income desk on Wall Street, Gary has built a reputation not only for his strong technical background but also for his attention to detail and problem-solving skills. He has been at J.P. Morgan and its predecessor firms the entire time, rising to a senior position and covering many of the largest financial institutions in the world—insurance companies, corporations, banks and asset managers. This foundation is differentiating and enables him to impart high-touch guidance to the families he serves.

A graduate of Northeastern University, Gary earned a B.S. in Economics. He has a passion for mentorship, offering career insights and guidance to students and individuals throughout their careers, and is proud of maintaining many of those connections to this day.

Gary and his wife live in Boston with their son and have successfully launched their other two sons into adulthood in Philadelphia and New York.

Insights

Wealth Planning

Understanding life insurance

November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
Retirement

401(k) private equity investing: Things to consider

November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read Now
Business Planning

End-of-year planning for business owners

November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read Now
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