Awards and Industry Recognition

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

Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
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