George BarnesGeorge BarnesVice PresidentWealth Advisor
About George
George Barnes is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management. He focuses on serving the investment management needs of high-net-worth clients and their families.
Fluent in both equity and fixed income strategies, George accesses the broad spectrum of resources available at J.P. Morgan to offer his clients distinctive and tailored portfolios that address their individualized needs, current financial situations, time horizons, risk tolerance and personal or business considerations. He provides clients with access to lending products that range from mortgages to lines of credit. George works with outside advisors, accountants, attorneys and business managers to integrate investment plans and help ensure that the entirety of each client's financial picture is considered.
Overseeing individual securities and portfolios involves a significant investment of time, asset management experience and a prodigious work ethic. George spends 8–10 hours a day at his desk, carefully monitoring positions, keeping up with the latest research and communicating closely with his clients.
George began his career in financial services at Walston & Company in 1965 and joined Bear Stearns in 1979. He transitioned with the firm to J.P. Morgan in 2008 and is proud of the continuity that he provides to his longstanding clients. He continues to find the challenges of the investment markets both stimulating and exciting. He is eager to share his knowledge and experience with his clients.
Originally from Southern California, George was active in the Boy Scouts and earned both Eagle Scout status and the Order of the Arrow. He graduated from the University of California, Davis, with a B.S. in Veterinary Science, but drawn to the financial markets, he subsequently earned a B.S. in Business Management from San Jose State University.
A proficient skier, George has served as an instructor at Heavenly Valley at Lake Tahoe and on the pistes of St. Moritz, Switzerland. He is an active member of Professional Ski Instructors of America. George is an avid golfer and belongs to the Bel-Air Country Club and the La Quinta Country Club. He and his wife, Beth, live in Marina del Rey and enjoy traveling internationally.
Insights
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
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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 NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe 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 NowAre 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 NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor 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 NowTax 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