About Philip

Philip Pluta is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. With over 30 years of portfolio management experience, he brings rigorous due diligence to serve the holistic investment advisory needs of corporate executives, high-net-worth individuals and their families, foundations, endowments and not-for-profits.

Phil is a member of J.P. Morgan Wealth Management' Portfolio Manager Program, which comprises a small group of advisors who manage discretionary client portfolios and are subject to regular quantitative and qualitative review. This exacting attention to detail enables him to actively manage assets on behalf of individual clients.

Using a blend of proprietary financial models, tools and techniques, Phil develops investment strategies that consist of equities and fixed income vehicles, which he constructs and manages in-house. His hands-on and attentive process enables him to identify personalized risk profiles, and he builds tailored portfolios that address these objectives. Phil is experienced in working with investment committee members and family offices, providing direct access to the robust resources of J.P. Morgan to provide borrowing options, cash flow management and other services that large organizations often require.

A graduate of the University of Southern California, Phil holds a B.S. in Electrical Engineering. This strong foundation in critical thinking and process design assists him in crafting strategies designed to help enhance performance outputs. He has been a Financial Advisor since 1986, beginning at Shearson Lehman/American Express. Over the course of his established career, Phil was also at Kidder Peabody/Paine Webber for nine years, followed by 14 years at RBC Capital Markets. In that time, he focused his attention on money management and portfolio theory. Phil joined J.P. Morgan Wealth Management in 2011 to couple his differentiating capabilities with the intellectual capital, quality research and fortress balance sheet of one of the most renowned financial companies in the world.

Raised in California, Phil plays an active role within his community. He is the former founder and coach of a not-for-profit soccer club that won several state and national championships during his tenure. Phil and his large family enjoy outdoor activities, golf and surfing. They attend a local church and work hard to serve as role models for others.

Insights

Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
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