Carl PestelosCarl Pestelos
Vice President
Wealth Advisor

"I invest the time to develop a deep understanding of a client’s income and lifestyle requirements, risk tolerance and time horizons."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025

About Carl

Carl Pestelos is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.

He is also a Portfolio Manager in the J.P. Morgan Securities Portfolio Manager Program; Carl has been approved to manage discretionary client portfolios and is subject to regular reviews to evaluate his investment strategies. As a valued partner of The Hamlin Fine Group, he offers holistic advisory services to high-net-worth individuals that address the full complement of their financial concerns.

Carl invests the time to develop a deep understanding of a client's income and lifestyle requirements, risk tolerance and time horizons. He believes each client has their own personal scenario, whether they seek asset diversification, capital preservation, income generation, are experiencing a liquidity event, or wish to secure the financial future for the next generation. Carl pairs this knowledge with the full intellectual capital and resources of J.P. Morgan by providing access to trust and estate services, philanthropy ideas, concierge banking, mortgages and lending facilities.

Drawing on over 15 years of experience in wealth management, Carl helps his clients define their goals and objectives and constructs tailored investment portfolios that emphasize asset preservation and long-term growth. His investment philosophy is one based on trust and transparency; Carl is committed to ensuring that his clients understand the strategies and vehicles they are invested in as well as the rationale and research behind them. Once a portfolio is constructed, Carl's involvement is constant and hands-on; he conducts ongoing reviews and updates investment strategies to reflect evolving market conditions and changes to personal situations.

A native of Chicago, Carl spent the majority of his youth in Orange County, California. He attended the University of California Los Angeles and received degrees in both Economics and Political Science. Carl began his financial career as an Analyst and Advisor at Morgan Stanley. Most recently, he and his team spent nine years at UBS and in 2017 joined J.P. Morgan; drawn to the firm's diverse investment platform, award-winning research1 and wide range of professional resources. Carl is an Accredited Investment Fiduciary®(AIF®) and holds FINRA Series 7, 31 and 66 securities licenses.

Carl resides in El Segundo, California, with his wife and two children. He enjoys the outdoors and staying active. A passionate runner and alpinist, Carl enjoys competing in marathons and triathlons and is a member of both the American Alpine Club and Los Angeles Triathlon Club.

Insights

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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