About 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.

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

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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