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.

Retirement

Health care and long-term care options during retirement: A guide

November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
Retirement

How to prepare to enroll in Medicare

November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now
Investing

Preserving your wealth

November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now