About John

John Callimanis is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

He delivers advisory guidance that addresses the complex needs of his diverse and successful client base— affluent families, private foundations, entrepreneurs, doctors and other professionals.

John embraces a personalized methodology to gain an understanding of clients' sophisticated requirements— capital preservation, income generation, riskmanagement and more. Together with his team, he acts as a concierge to direct the full resources of the firm toward pursuing customized strategies. John collaborates in a hightouch manner to foster long-term relationships across multiple generations. He derives a great deal of personal satisfaction from assisting his clients with the financial aspects of their busy lives.

With deep investment capabilities built over more than 30 years in the industry, John began his career as a Junior Analyst trading oil for Mobil and Royal Dutch Shell. In 1991, he entered the training program at Kidder Peabody and remained with the firm for many years through the mergers and acquisitions that led to UBS. In 2019, John joined J.P. Morgan Wealth Management, drawn to the reputation of an industry leader and the quality investments available on the platform.

A graduate of Fordham University, John earned a B.A. in Philosophy with a minor in English. He holds an M.B.A. from the Stern School of Business at New York University, where he focused on International Business and Marketing.

John grew up in Northern New Jersey and Greece, as his father's business in the shipping industry unfolded in both countries. He maintains a homestead on the island of Ithaca, where his father was born. Fluent in Greek, John continues to spend part of each summer in the area with his family.

John and his wife, Lydia, live in Manhattan and have two adult children, Nicole and Philip. Together, they enjoy the arts, theater, film, music and the many other cultural events that New York City has to offer.

Insights

Investing

What to do with your year-end bonus in a changing interest rate environment

January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
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Wealth Planning

Four beneficiaries of wealth

January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
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Wealth Planning

How to include your grandchild in your financial plan

January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
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