Joseph R. BellaviaJoseph R. Bellavia
Senior Client Associate

"I provide operational and administrative support for high-net-worth individuals and families, institutions, and sophisticated clients."

About Joseph

J.R. Bellavia is a Client Associate at J.P. Morgan Wealth Management.

As a multi-generational member of The Armour Bellavia Stuhlman Group, J.R. represents the continuity of a family business within J.P. Morgan. He manages the administrative functions for the team's valuable mix of clients, including opening and retitling accounts, money and asset movement and trading. In his outward-facing role, he also forges long-standing relationships with corporate cash clients, determining their needs, developing a plan and executing on their goals.

J.R. has earned a reputation for being personable, outgoing, and a fast and efficient worker. When clients need something, they know they can count on him to get it done. He serves as their dedicated point of access to clear hurdles, address challenges and find and deliver the answers they seek.

Joining J.P. Morgan in 2019, J.R. has four years of industry experience steeped in his family's roots in financial services. He graduated from Rutgers University, earning a B.S. in English and Philosophy. J.R. also studied screenwriting for two years while attending Loyola Marymount University in Los Angeles. He holds FINRA Series 7, 63 and 66 securities licenses.

J.R. lives in Queens, New York, and in his free time, he enjoys reading, writing, filmmaking, photography, snowboarding and playing golf.

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