Alan Ertel
Welcome
Recognizing that every financial situation is different, Alan sees his role as that of trusted advisor, providing leadership and direction to develop appropriate investment strategies. His industry knowledge and tenure with the firm assist him in bringing together the necessary professionals to address client needs. Whether the objective is to purchase a second home, sell a business or diversify a concentrated stock position, Alan engages the vast planning and financial resources available at J.P. Morgan—strategic investments, trusts and estates, private banking, philanthropy, mortgages and credit—to address clients' specific requirements and help them meet their individual goals.
Tailored Investment Approach
Alan employs a highly individualized approach to each client and their particular financial focus that extends beyond investment advice and implementation. His process is anchored in careful due diligence, which involves a thorough assessment of a client's assets, liabilities, sources of income, living expenses, and retirement options. Alan identifies each client's objectives—financial growth, preserving capital or a steady flow of monthly income—and develops tailored plans that align with their goals. He utilizes equities, fixed income instruments, mutual funds, exchange-traded funds and private equity to construct each strategy. Alan maintains and monitors investment plans with efficiency and clarity to address changes in personal scenarios or market conditions and strives for returns that are superior to the S&P 500.
Using a needs-based framework, Alan helps clients develop and execute clear, disciplined investment plans that provide for short-term liquidity, long-term growth and, importantly, risk tolerance. He invests with two main goals: to increase the probability of success and to ensure peace of mind with planning and risk-adjusted returns. The J.P. Morgan platform allows Alan to leverage intellectual capital on a global basis and relationships that provide access to some of the best money managers around the world.
Meet Our Team
Insights
The impact of holding a concentrated stock position
November 2, 2026A concentrated stock position can add risk to your portfolio and may be difficult to sell. Learn questions to discuss with your advisor if you’re considering diversification.Read Now
How do midterm elections affect the stock market? What history shows
November 2, 2026How do midterm elections affect the stock market? Explore historical returns, election-year volatility and what investors should know ahead of the 2026 midterms.Read Now
What to do with inheritance money: Managing cash, securities and gifting strategies
October 30, 2026Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
Healthcare and long-term care options during retirement: A guide
October 30, 2026Navigating paying for healthcare, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
Medicare and retirement: How to prepare for enrollment
October 30, 2026As you near 65, you may be preparing for Medicare enrollment. Here’s a guide to timing, eligibility, employer coverage coordination and other key considerations.Read Now
Jumping hurdles: The race to year end
October 30, 2026Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.Read Now
Kevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read Now
AI spending is booming. So why isn’t the US economy growing faster?
October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read Now
How to retire early using a ‘bridge fund’ with after-tax savings
October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read NowThe impact of holding a concentrated stock position
November 2, 2026A concentrated stock position can add risk to your portfolio and may be difficult to sell. Learn questions to discuss with your advisor if you’re considering diversification.Read NowHow do midterm elections affect the stock market? What history shows
November 2, 2026How do midterm elections affect the stock market? Explore historical returns, election-year volatility and what investors should know ahead of the 2026 midterms.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 30, 2026Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowHealthcare and long-term care options during retirement: A guide
October 30, 2026Navigating paying for healthcare, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowMedicare and retirement: How to prepare for enrollment
October 30, 2026As you near 65, you may be preparing for Medicare enrollment. Here’s a guide to timing, eligibility, employer coverage coordination and other key considerations.Read NowJumping hurdles: The race to year end
October 30, 2026Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.Read NowKevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read NowAI spending is booming. So why isn’t the US economy growing faster?
October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read NowHow to retire early using a ‘bridge fund’ with after-tax savings
October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read Now