Justin MerolaJustin MerolaManaging DirectorWealth Advisor
Awards and Industry Recognition
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
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 Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.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 NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now