John M. Friedman

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"In an industry where there are many different types of financial relationships, I focus on getting to know clients’ needs and doing the right thing to help them meet their goals."
277 Park Avenue
3rd Floor
New York, New York 10172
(212) 272-5977
(212) 272-5977
john.m.friedman@jpmorgan.com

Awards and Industry Recognition

Forbes

Best-in-State Wealth Advisors
2022
About John M. Friedman

Welcome

John M. Friedman believes that clients deserve an investment advisor whom they can trust. In an industry where there are many different types of financial relationships, he focuses on getting to know his clients' needs and doing the right thing to help them meet their goals. He has made it his mission to treat people fairly and be their trusted ally.
John specializes in offering a range of financial services to high-net-worth individuals and to those who are just beginning to build an investment portfolio. He considers himself to be down-to-earth and hardworking, and uses these traits when developing prudent portfolios for his clients. John derives satisfaction from his clients' investment successes and the referrals he receives from them. He considers each referral to be a compliment, and feels fortunate to maintain long-term and tightly knit relationships through generations of families.

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Insights

Investing

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
Wealth Planning

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
Investing

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
Investing

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
Wealth Planning

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
Investing

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
Investing

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
Wealth Planning

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
Investing

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
Investing

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
Investing

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
Investing

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 Now
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(212) 272-5977