Erik LinstromErik LinstromExecutive DirectorWealth Advisor
LinkedInAbout Erik
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 including hedge funds, private equity, options, currency strategies, structured products, and the implementation of tactical allocation strategies.
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.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now