John CallimanisJohn CallimanisExecutive DirectorWealth Advisor
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
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Providing for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read Now
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read NowHow you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowProximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowHow to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowThe quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowProviding for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowSelling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowDecember 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read NowWhat the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now