Roberto AguayoRoberto AguayoWealth Advisor
About Roberto
Roberto Aguayo is a Wealth Advisor at J.P. Morgan Wealth Management.
Roberto works closely with a range of highly successful clients—athletes, entertainers, business owners and endowments—offering tailored advice that spans the breadth of their needs. His focus is on wealth management, portfolio management, liquidity strategies, strategic lending and exit planning. Roberto designs personalized portfolios to help ensure reliable income streams for his clients. By cultivating deep, trusting relationships, he guides them through the complexities of sophisticated balance sheets while helping articulate their visions for a secure financial future.
As a former professional athlete and entrepreneur, Roberto brings a valuable perspective to his work. He has a first-hand understanding of the dedication and ambition required to pursue success, whether in athletics, entertainment or the business realm. Many of his clients face short earning windows and need to provide asset protection for the decades to come, making it crucial to develop strategies that help safeguard their wealth. Roberto draws from the support of J.P. Morgan's extensive resources and intellectual capital to empower clients with financial education and insights, equipping them to navigate challenges and seize opportunities. In addition to his work with individuals, he collaborates with foundations and endowments that support amateur athletes through NIL sponsorships.
Roberto joined J.P. Morgan as an Analyst in 2022, transitioning from a role at Merrill Lynch Wealth Management. He was previously a professional athlete in the National Football League from 2016 through 2021.
A graduate of Florida State University with a B.S. in Criminology, Roberto was a member of the school's NCAA National Championship Football team. He supports his alma mater through the FSU Financial Advocacy Board and assists in the University's Finance Department, as needed.
Born and raised in Central Florida, Roberto has cultivated a deep network that includes athletes and stakeholders. His fluency in Spanish positions him as a valuable connector between individuals and the organizations that he actively participates in, striving to be a positive influence and make a meaningful impact on the community. Roberto enjoys golfing and spending time with his big family.
Insights
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowWhy are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now