Joseph Bellavia Advisor Headshot image

Joseph R. BellaviaJoseph R. Bellavia
Senior Client Associate

"I provide operational and administrative support for high-net-worth individuals and families, institutions, and sophisticated clients."

About Joseph

J.R. Bellavia is a Client Associate at J.P. Morgan Wealth Management.

As a multi-generational member of The Armour Bellavia Stuhlman Group, J.R. represents the continuity of a family business within J.P. Morgan. He manages the administrative functions for the team's valuable mix of clients, including opening and retitling accounts, money and asset movement and trading. In his outward-facing role, he also forges long-standing relationships with corporate cash clients, determining their needs, developing a plan and executing on their goals.

J.R. has earned a reputation for being personable, outgoing, and a fast and efficient worker. When clients need something, they know they can count on him to get it done. He serves as their dedicated point of access to clear hurdles, address challenges and find and deliver the answers they seek.

Joining J.P. Morgan in 2019, J.R. has four years of industry experience steeped in his family's roots in financial services. He graduated from Rutgers University, earning a B.S. in English and Philosophy. J.R. also studied screenwriting for two years while attending Loyola Marymount University in Los Angeles. He holds FINRA Series 7, 63 and 66 securities licenses.

J.R. lives in Queens, New York, and in his free time, he enjoys reading, writing, filmmaking, photography, snowboarding and playing golf.

Select this article to learn more about our latest insights
Investing

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
Family Legacy

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 Now
Select this article to learn more about our latest insights
Wealth Planning

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