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Richard GordonRichard GordonManaging DirectorWealth Advisor
About Richard
Richard Gordon is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
As the senior member of The Gordon & Nutkowitz Group, he brings over four decades of experience in the financial services industry to build and manage tailored investment portfolios and to deliver retirement strategies for the Group's high-net-worth clients.
A planner by nature, Rich focuses on a select customer base—including corporate executives, institutions, small business owners and retirees. It is his belief that having fewer but more intimate relationships has helped him offer clients one-on-one attention and the ability to serve their financial needs. Rich's investing process is concentrated on the preservation of capital and attainment of long-term goals. He also customizes portfolios to pursue client objectives using bonds, stocks, mutual funds and exchange-traded funds.
Rich's disciplined approach starts with a personalized plan for each client, from which he develops an individualized portfolio based on their objectives and life stage. His deliberate methods eschew aggressive and emotional thinking and allow him to select the most appropriate investment vehicles in a tax-efficient manner. Rich conducts regularly scheduled reviews and continuously monitors portfolios, adjusting strategies as needed.
Rich's philosophy is also his great passion: to be a stalwart steward of a family's wealth. He derives enormous satisfaction knowing that his counseling has helped families build sound wealth plans and pursue their goals across generations. The high-quality array of services available at J.P. Morgan, including industryleading research capabilities1 and intellectual capital, enable Rich to provide comprehensive wealth management services and to assist his clients with trust and estate capabilities, banking, charitable giving, asset transfer and lending options.
Prior to joining J.P. Morgan in 2015, Rich spent nearly four decades at Wells Fargo Advisors and its predecessor companies including Wachovia, Prudential Bache Financial and Drexel Burnham Lambert.
Rich graduated from the University of Colorado with a B.B.A. in Finance. He has two grown children and enjoys hiking and gardening. As the market continues to be a lifelong interest, Rich is typically at his desk by 6:30 a.m.
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
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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