Alan ErtelAlan ErtelExecutive DirectorWealth Advisor
About Alan
Alan Ertel is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. With over three decades of experience in the financial industry, he provides wealth management, investment consulting and institutional services to high-net-worth families, retirees, small business owners, corporate executives, foundations and institutions.
Alan's deep and diverse background has acquainted him with markets on a global scale and enables him to serve a wide range of clients. He focuses on comprehensive wealth management strategies based on individual client objectives—financial growth, capital preservation or a steady flow of monthly income. His approach begins with a highly consultative process to explore these objectives, and continues with a collaborative effort to produce a tailored plan for implementation. Understanding that every situation is distinct, his knowledge and experience allow for impactful conversations and solutions across a wide range of scenarios. He takes seriously the role of being a steward of his clients' wealth, helping them to identify their financial goals and providing the means to pursue them.
Alan harnesses J.P. Morgan's resources and synthesizes the firm's thought leadership, providing access to the vast array of investment vehicles available to his clients. He leverages his own experience and insight with wealth management, as well as the strategies and subject matter professionals available at J.P. Morgan, to assist his clients with both sides of their balance sheets, including strategic investments, trusts and estates, philanthropy, cash liquidity management and lending.
Alan has a B.S. in Finance from the University of Maryland and has spent his entire career in investment management. Prior to joining J.P. Morgan in 2002, he was a President at Cowen & Company, where he served the firm's high-net-worth clients with wealth management strategies for nearly 14 years.
An avid runner, Alan is the father of three boys. In his free time, he enjoys coaching football and canoeing with his family.
Insights
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February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read NowWhat you need to know about the affordability debate
February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read NowSoftware shock: AI’s broken logic
February 6, 2026Software rout sparks indiscriminate selling despite long-term artificial intelligence (AI) winners.Read NowFiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
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