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
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November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowHow to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowDelayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read NowUnderstanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowUnderstanding life insurance
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November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read NowEnd-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read NowInvesting in 2026: J.P. Morgan Wealth Management’s top themes to watch
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