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Justin MerolaJustin MerolaManaging DirectorWealth Advisor
Awards and Industry Recognition
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Forbes
About Justin
Justin Merola is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
As the group's co-founder, Justin has helped CEOs, business owners and generations of wealthy families brighten their financial pictures and outlooks with specialized guidance surrounding liquidity events and other critical decision points.
Prior to joining J.P. Morgan with his colleagues in 2023, Justin held senior advisory positions at First Republic, Merrill Lynch and UBS. He began his career at Morgan Stanley in 2005.
Dedicated to being a consistent presence in clients' lives, Justin believes that a solid wealth management strategy begins with each client's vision of the future for themselves, their families, and enterprises. He recognizes that while many clients are financially astute and forward-thinking, they typically lack the time and resources to effectively manage their wealth.
Justin grew up in a blue-collar family and watched his grandfather and father run separate family businesses. Witnessing their hard work and the challenge of creating personal wealth, Justin set his sights on college and gaining financial skills – ultimately graduating from Northeastern University with a B.S.B.A. with a dual concentration in Finance and Management.
"Leveraging the breadth and depth of J.P. Morgan, its open architecture and the efforts of specialists we've known for years, we help clients seize timely opportunities, and plan thoroughly – and thoughtfully – for situations they anticipate and those they don't. Clients come to us for the rigor, skills and attention they might find in a family office style environment. Each of us is proud to put clients' wealth to work and minds at ease. Our efforts can make a real impact on families and society for years to come."
Justin stays active with his alma mater, after serving as a board member of the Northeastern University Alumni Association. He also supports Notre Dame High School in West Haven. An avid tennis player, Justin resides in Southborough, Massachusetts with his wife, Kristina, and their two sons, one a freshman at Bryant College.
Insights
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now