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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now