Carl PestelosCarl PestelosVice PresidentWealth Advisor
LinkedInAwards and Industry Recognition
Forbes
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
How The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read Now
Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read Now
How tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read Now
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowHow The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read NowPowell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read NowHow tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read NowWhy are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now