Joel Tannebaum is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. Drawing on over 30 years of experience with financial markets, he delivers comprehensive wealth management services and a personalized family office–style approach.
Joel works directly with high- and ultra-high-net-worth families who have amassed significant wealth and seek trusted guidance to help manage their capital. He considers himself to be a problem solver and takes a comprehensive, customer-centric approach that couples sophisticated planning with his empathetic and personal nature. Joel's focus is on each client's unique financial situation, and he creates and manages tailored portfolios designed to address specific requirements and evolving lifestyle priorities. He works closely with other professional advisors to incorporate estate and tax planning considerations into his strategies. In 2021, Joel was recognized by Forbes as a Best-In-State Wealth Advisor.1
A native Texan, Joel attended North Texas State and then studied audio engineering in the San Francisco area. He spent a decade in the music industry as a production and tour manager for Top 100 rock and roll bands across the country.
Ready for a more focused and traditional profession, Joel began his career in financial services in the Institutional Group at Merrill Lynch, where he ultimately attained Chairman's Club status. He was at Morgan Stanley for many years before joining J.P. Morgan in 2017 to provide his clients with access to the firm's extensive global capabilities and world-renowned investment platform.
Committed to spending quality time with his family, he devotes countless hours commuting to baseball and basketball events to support the athletic activities of his twin sons and daughter.
1. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.