Erik Linstrom is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
He and his team manage assets for individuals, families and institutions utilizing J.P. Morgan's broad and global capital markets platform. To understand his clients' needs, Erik forges relationships with outside advisors including CPAs, trust and estate attorneys, middlemarket investment bankers, business evaluation advisors and commercial bankers. Alongside the traditional, global equity and fixed income services provided, he offers a host of sophisticated investment services to complement these exposures.
Prior to his practice in the financial services sector, he had an extensive career with Coca-Cola Enterprises and Mobil Oil Corporation.
With a financial industry career that began at Alliance Bernstein in 2005, Erik joined J.P. Morgan in 2010. He works closely with his team to deliver investment insights regarding estate planning, management and liquidation of concentrated stock positions and the sales of privately held businesses. Erik combines customer service and communication skills along with J.P. Morgan's robust product and services platform to serve the ever-expanding needs of their client base. He leverages the firm's advanced wealth planning capabilities to explore the statistical probabilities of achieving financial objectives given clients' distinctive fact patterns over various asset allocation designs.
Erik graduated from Virginia Polytechnic Institute and State University's Pamplin College of Business with a B.S. in Finance. He currently lives in Dallas, TX, and has three children. Erik enjoys golf, fishing, skiing and travel.