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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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
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