
Erik LinstromErik LinstromExecutive DirectorWealth Advisor
About Erik
Erik Linstrom is a Wealth Advisor and Executive Director with J.P. Morgan Wealth Management. He and his team manage assets for individuals, families and institutions utilizing J.P. Morgan Wealth Management's broad, global, capital markets platform. To understand clients' needs, his team forges relationships with clients' other advisors, including Certified Public Accountants (CPAs), trust and estate attorneys, middle-market investment bankers, business evaluation advisors, and commercial bankers. Alongside the traditional, global equity and fixed income services, Erik and his team provide 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.
Erik began his financial services career in 2005 at Alliance Bernstein, where he worked until the end of 2010, when he joined J.P. Morgan. He works closely with his clients' advisors and J.P. Morgan Global Wealth Management Group to deliver investment insights regarding estate planning, management and liquidation of concentrated stock positions, and the sales of privately held businesses. He combines client service and communication skills along with J.P. Morgan's robust product and services platform to differentiate his team and serve the ever-expanding needs of its client base. He leverages the firm's advanced financial planning capabilities to assist clients in exploring the statistical probabilities of achieving their financial objectives, given their unique set of variables 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, in 1988. He currently lives in McKinney, Texas, and has three children. Erik enjoys golf, fishing, skiing and travel.
Insights

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For you, is it a "great resignation" or just a "great reset"?
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now