"Through a detailed understanding of our clients’ financial needs and plans for the future, we create a portfolio that is geared toward the preservation of capital utilizing financial products across all asset classes."
The Shirley Group
The Shirley Group
"Through a detailed understanding of our clients’ financial needs and plans for the future, we create a portfolio that is geared toward the preservation of capital utilizing financial products across all asset classes."
About The Shirley Group
Welcome
The Shirley Group's mission at J.P. Morgan Securities is to provide clients with a detailed approach to strategically manage their financial affairs. We expect to deliver exemplary service and insight from our team of professionals who comprise The Shirley Group. We are strong believers in a client-centric approach to the advisory process, which is designed to help you grow and preserve your wealth.
Through a detailed understanding of our clients' financial needs and plans for the future, we create a portfolio that is geared toward the preservation of capital utilizing financial products across all asset classes.
In today's fast-paced society, professional asset management has never been more important. We believe that J.P. Morgan has a broad platform to help enable us to execute our designed strategy effectively, while providing a well-known institution to keep your money.
We are relationship-driven and look to move beyond what is quantifiable to understand each client's unique needs. Making sure we bring a high level of professionalism and integrity to everything we do, we give our clients the confidence that they are on the right path.
The Shirley Group draws upon experience to provide financial guidance for your wealth management, including:
- 401(k) plans
- Estate and succession planning strategies
- 529 college savings plans
- Retirement planning
- IRA and IRA rollovers
- Sale of restricted and controlled stock
- Retail banking
Meet Our Team
Specialist Resources
Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.
Family Wealth Services
Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services:
- Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions
- Family Philanthropy to initiate and/or elevate your giving and create meaningful change
- Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more
- Outsourced Family Office for support with the management of the family's financial and administrative needs
Insights
Markets and Economy
Oil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read Now
Markets and Economy
Not a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read Now
Investing
“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Markets and Economy
Small-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read Now
Investing
Paying with debt: How to leverage your investments
July 1, 2026Borrowing 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
Markets and Economy
The world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read Now
Family Legacy
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Wealth Planning
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
Markets and Economy
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowMarkets and Economy
Oil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read NowMarkets and Economy
Not a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read NowInvesting
“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowMarkets and Economy
Small-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read NowInvesting
Paying with debt: How to leverage your investments
July 1, 2026Borrowing 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 NowMarkets and Economy
The world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read NowFamily Legacy
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWealth Planning
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read NowMarkets and Economy
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.