About Nick

Nick Sullivan is a Vice President and Investment Associate at J.P. Morgan Wealth Management.

Nick draws from his capital markets background to focus on portfolio analytics, performance reporting, alternative investments and other investment-related topics. His strengths include conveying market perspectives and guiding and executing strategic decisions for each individual's portfolio. He draws on his attention to detail to carefully assess the intersection of long-term goals and investments, and to address these challenges and opportunities.

Before joining J.P. Morgan Wealth Management, Nick worked at Texas Capital Bank, where he reported to the office of the CFO. Previously, he worked within Morgan Stanley's wealth management division. He holds the Chartered Financial Analyst®(CFA®) designation.

Nick grew up in the San Francisco Bay Area and attended Georgetown University, where he majored in Finance and competed on the varsity track team.

CFA®and Chartered Financial Analyst®are registered trademarks owned by CFA Institute.

Insights

Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Retirement

3 ways to stay active while in retirement

May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
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