Steve CondosSteve CondosManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
Barron's
About Steve
Steve Condos is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As the founder of The Apollo Group, Steve brings more than three decades of experience to lead a nationally recognized team dedicated to serving the complex wealth management needs of high-net-worth clients, including individuals, families, professional athletes and entertainers. His work and dedication have led to awards and distinctions in the professional community, and he has authored several articles for Worth magazine.
Steve has been recognized as a J.P. Morgan Wealth Partner, one of a group of advisors who are the most sophisticated and knowledgeable within J.P. Morgan Wealth Management, with a track record of navigating the highly personal world of significant wealth. Each Wealth Partner is supported with specialized training and exclusive resources to serve our very best clients so these individuals and families can get back to focusing on the things that matter most.
Before joining J.P. Morgan, Steve was a Managing Director at First Republic Private Wealth Management. Previously, he was a Director at Morgan Stanley Global Sports & Entertainment.
Steve is a graduate of Rutgers University School of Environmental and Biological Sciences.
Wealth management experience since 1990.
Insights
Communicating wishes when preparing for a death
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Incentive stock options and the AMT
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Ready to thrive in 2025
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6 practices to help you navigate family dynamics during the holidays
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December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowCommunicating wishes when preparing for a death
December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read NowRetirement planning: Contribution limits for 2025
December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read NowWill a shutdown tarnish a banner year for U.S. markets?
December 20, 2024History suggests there will be little impact, but could this time be different?Read NowProviding for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowDecember 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowIncentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowFundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now