Awards and Industry Recognition
John Rasulo is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. Drawing on his strong background in fixed-income strategies, he provides advisory guidance for affluent clients who seek conservative approaches to preserve their wealth. John is known for his leadership within the investment community and was recognized by Forbes in 2021 as a Best-In-State Wealth Advisor,1 and by Financial Times as one of the Top 400 Financial Advisors in both 2019 and 2020.2This accolade is a tremendous testament to his commitment and integrity.
John embraces a personalized approach to gain an understanding of clients' unique requirements. He has an uncanny ability to truly 'read' people and is able to discern the entirety of their needs. John is thoughtful regarding wealth management strategies and conducts deep-dive analysis before arriving at a recommendation. He simplifies and explains financial matters so that his clients understand how their assets are being managed.
Born and raised in New York City, John attended Manhattan College in Riverdale, NY, where he earned a B.S. in Finance and Computer Information Systems. He furthered his studies in Finance and holds an M.B.A. from St. John's University in Jamaica, NY. John maintains strong ties with both his alma maters. At Manhattan College, he sits on the Board of Advisors for the institution's O'Malley School of Business. John also chairs the alumni fundraising committee for the college. At St. John's, he is a member of the Board of Advisors for the Tobin School of Business.
With over 30 years of industry experience, John began his career rotating through the management training program at Shearson Lehman. He credits this grounding in operational and financial principles for shaping his decision-making approach. John worked briefly with Citibank before joining Chemical Securities where he remained through the many industry mergers and acquisitions that preceded J.P. Morgan. He is pleased to provide clients with access to a broad suite of wealth management services including retirement planning, banking, lending, and trust & estate ideas.
John continues to reside in New York City and has the distinction of having lived in all five boroughs. In his free time, he enjoys traveling, sports, running and playing a competitive round of golf.
1. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbesor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results. 2. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor's future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Awards or rankings are not indicative of future success or results.