Joey K. GroverJoey K. GroverSenior Client Associate
About Joey
Joey Grover is a Senior Client Associate at J.P. Morgan Wealth Management.
A seasoned member of The Gilman Private Wealth, he works in the team's Asset Servicing division, and draws on his deep understanding of clients' needs and preferences to manage the operational elements of the team. Joey's proficiency and knowledge makes him incredibly valuable to our clients and he leads Pillar One on Banking and Trust Services, as part of the Wealth Foundation program.
Joey is both instrumental in and adept at helping to manage an eclectic array of client-driven requirements, including foreign currency transactions, retirement distributions and ACH processing. He brings a quantitative focus to perform cost-basis calculations and complex analytics. Additionally, he works in a personalized fashion with clients to effect estate planning transfers, international wires and cash flow management.
With 25 years of industry experience, Joey has extensive proficiencies in financial services. He is a graduate of Touro College, where he earned a B.S. in Marketing.
Joey resides on Long Island with his wife, Bruriah, a Registered Nurse, and their young children, Joshua, Mindy, Ethan and Jake. Around the community, he is involved in his children's school, Stratford Road Elementary School. Joey is also active at his local synagogue, the Young Israel of Plainview. An avid sports fan, he enjoys outdoor activities with his family.
Insights
How to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read Now
Delayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read Now
Understanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
Understanding life insurance
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What is umbrella insurance and why might I need it?
November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
401(k) private equity investing: Things to consider
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November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read Now
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowHow to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowDelayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read NowUnderstanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowUnderstanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read NowWhat is umbrella insurance and why might I need it?
November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read NowEnd-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read NowInvesting in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read NowIn the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now