John TonzolaJohn TonzolaManaging DirectorWealth Partner
LinkedInAwards and Industry Recognition
Forbes
About John
John Tonzola is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan. With over 20 years of experience in finance, he draws upon his breadth of product and market knowledge to provide wealth advisory and investment strategies with a family office–style approach for ultra-high-net-worth clients.
John leverages the vast array of platforms, products and services at J.P. Morgan to provide his clients with appropriate planning, portfolio management, alternative investments, tax planning and philanthropy services, as well as credit and lending capabilities that help them pursue their individualized financial goals.
John's background in structuring financial products, alternative investments and investment strategies gives him the skills necessary to deliver comprehensive family office–style investment and financial planning for clients. He works alongside his clients' other trusted advisors—including CPAs, attorneys and valuation professionals—to counsel on appropriate legal entity structures and agreements, and to implement investment plans for his clients' total financial pictures. John is experienced in investment-related tax and estate tax planning, and is mindful of tax consequences when designing allocations for investments. He assists clients with trust and estate, gift and philanthropy matters, and focuses on long-term planning for his wealth management clients.
John and his experienced team strive to deliver a high level of customer service through a personalized, one-on-one approach. He has served as a trusted advisor across generations of families, and it is his goal to build longstanding relationships with each new client.
John joined J.P. Morgan in 2016. Prior to J.P. Morgan, he spent seven years at Deutsche Bank, serving wealth management clients across the globe. For the first 10 years of his career, he was at KBC Financial Products—a wholly owned subsidiary of the Belgian global financial services firm KBC Bank, N.V.—focused on the structure and sale of credit and equity derivatives, long-only fund management strategies and alternative investments.
John is a graduate of the Delbarton School in New Jersey as well as Yale University, where he earned a Bachelor of Arts in American Studies. Additionally, he holds the Chartered Alternative Investment AnalystSM (CAIASM) designation.
John, his wife, Christina, and their three sons live in Morris County, New Jersey. Active in their community, both he and Christina volunteer on several charitable organization boards and committees locally. When not in the office or with his family, he enjoys sailing, skiing and golf, and is an active fly fisherman.
Insights
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now