Joseph BellaviaJoseph BellaviaManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Joseph
Joseph Bellavia is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a principal and founding member of The Armour Bellavia Stuhlman Group, Joe works directly with a select group of ultra-high-net-worth individuals, multi-generational families and institutions to help them address the complexities of significant capital. Leveraging his extensive analytical and problemsolving skills, he oversees the tactical elements of the team's strategic asset management and cash management services.
Joe draws on his vast investment advisory experience to implement asset allocations aligned with risk profiles and desired returns. He recognizes that each client has different needs and creates investment portfolios with bespoke strategies to address their situation. Joe forges trusted relationships and serves as a conduit to the firm's range of capabilities and breadth of resources, distilling them into what is appropriate for each individual and family.
In today's challenging interest rate environment, Joe serves as a partner to middle-market companies to help enhance cash flow on corporate cash reserves. His strategy is to pursue attractive yields across the bond market. He is backed by J.P. Morgan—an established bulge bracket institution—to add value on both sides of the balance sheet.
With more than three decades in the financial services industry, Joe has been working with J.P. Morgan and its predecessor firms since 2002. In that time, he has developed a reputation for helping clients navigate the challenges of financial decisions in response to changing market conditions.
A lifelong resident of the Jersey Shore, Joe currently lives in Long Branch with his soulmate Judy Mordacq. He has three children, Sophia, a registered nurse at New York Presbyterian, JR, who is an integral member of The Armour Bellavia Stuhlman Group, and William, who is a freshman at Christian Brothers Academy in Lincroft, NJ. In his spare time, Joe enjoys swimming, surfing and biking along the beach.
Insights
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read Now
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now