Joel TannebaumJoel TannebaumExecutive DirectorWealth Advisor
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About Joel
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.
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.
Insights
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
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May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
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May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowThe 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 NowWhat 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 NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now3 ways to stay active while in retirement
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May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now