
René W. HenriksenRené W. HenriksenManaging DirectorWealth Partner
Awards and Industry Recognition

Forbes
About René
René Henriksen is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
René works closely with business owners, corporate executives, and other accomplished individuals, helping them design a more direct path to their goals and aspirations. With more than 25 years of experience, he offers the knowledge and perspective to help clients enact a more efficient approach to their financial lives.
Clients look to René as a collaborator and guide who appreciates what they have accomplished and what lies ahead. An attentive listener, René looks to support clients' evolution as informed stewards of their wealth, providing them with sustained leadership. He is proud of the quality and depth of his client relationships, many of which span decades. René notes that the most satisfying aspect of his role is the ability to help people—whether preparing for a liquidity event, diversifying a concentrated position, transferring wealth to the next generation, or smoothing family-wealth dynamics.
Prior to his current role, René spent seven years with First Republic Private Wealth Management, where he was a Managing Director and Wealth Manager. His career also includes tenures with UBS, where he was a Senior Vice President in Wealth Management, as well as Deutsche Bank and Donaldson, Lufkin & Jenrette. René has worked in wealth management since 1996. Earlier, he served as a U.S. Naval Officer in San Diego after completing his NROTC training at the University of Pennsylvania.
René earned his M.B.A. from the Marshall School of Business at the University of Southern California and his B.S. in Engineering from Drexel University.
Active in his community, René served for many years on the Board of United Cerebral Palsy of Orange County and has coached several youth athletic teams.
René has two adult sons. In his free time, he enjoys playing golf, watching college football, and spending time on the water.
Insights

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Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
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May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
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May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
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How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
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