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
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May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now