
Ben GoebertBen GoebertVice PresidentWealth Advisor
About Ben
Ben Goebert is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
Ben is a founding member of The FG Group and serves a specialized group of executives, founders and entrepreneurs in the technology, media and entertainment industries. He delivers a range of portfolio management and goals-based wealth planning services to align with his clients' short- and long-term objectives.
As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Ben is one of a select group of advisors who undergo a screening process to manage discretionary portfolios and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. He employs an array of third-party managers and couples these with J.P. Morgan's comprehensive investment management platform to build customized investment plans to address his clients' specific requirements.
Ben's engaging manner equips him to relate to a younger generation of wealth whose values and concerns he shares. He helps educate them on various areas of portfolio and wealth management as well as lending and banking to help add value to both sides of the balance sheet. He is dedicated to building and fostering trusted relationships conveyed with a boutique-quality experience that reflects his in-depth knowledge of wealth and investment management.
In a career that spans nearly two decades, Ben's financial services experience encompasses advisory and consulting roles at Commerce One, TD Ameritrade and Merrill Lynch. He co-founded The FG Group in 2014, which transitioned to J.P. Morgan in 2018.
Ben is an alumnus of the Windward School in Mar Vista and graduated from Northeastern University, earning a B.S. in International Business with concentrations in Finance and Spanish. As part of his academic program, he spent one year at ICADE Business School of Comillas Pontifical University in Madrid. Ben also holds the Accredited Investment Fiduciary® (AIF) designation, manifesting his knowledge of and ability to apply fiduciary practices.
Ben has lived on both the East and West coasts, as well as in Mexico and Spain, and is fluent in Spanish. He now resides in Mar Vista with his wife, Jessica, and their young children, Ryder and Chloe. In his free time, Ben enjoys cooking, traveling and rooting for the Dodgers, Lakers and Arsenal.
Insights

US unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read Now
Tariff delays: Uncovering the most impacted sectors
March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read Now
How to prepare for Tax Day as a small business owner
March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
Eye on the Market Energy Paper: Heliocentrism
March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read Now
Navigating rate risks: How bonds are better positioned in 2025
February 28, 2025Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes and Trump administration policies in 2025.Read Now
Managing your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read Now
Act now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read Now
Options for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read Now
War and peace: What to know about global security
February 21, 2025As world leaders reassess their defense strategies, here’s what investors should know.Read Now
US unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read Now
Tariff delays: Uncovering the most impacted sectors
March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read Now
How to prepare for Tax Day as a small business owner
March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
Eye on the Market Energy Paper: Heliocentrism
March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read Now
Navigating rate risks: How bonds are better positioned in 2025
February 28, 2025Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes and Trump administration policies in 2025.Read Now
Managing your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read Now
Act now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read Now
Options for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read Now
War and peace: What to know about global security
February 21, 2025As world leaders reassess their defense strategies, here’s what investors should know.Read Now