Kurt SylviaKurt Sylvia
Managing Director
Wealth Partner

"I am considered to be a top advisor to families of significant means, not only in the South Florida marketplace, but nationally through industry recognitions, including Forbes and Barron’s."

Awards and Industry Recognition

Barron's

Top 1,200 Financial Advisors
2024 • 2023 • 2022 • 2021 • 2020 • 2017 • 2016

Forbes

Top Wealth Advisors Best-In State
2024 • 2023 • 2022 • 2021 • 2020 • 2019
America's Top Wealth Advisors
2017 • 2016

Financial Advisor IQ

Leadership Counsil
2021

About Kurt

Kurt Sylvia is a Managing Director, Wealth Partner and Portfolio Manager with J.P. Morgan Wealth Management.

Kurt is dedicated to serving the specialized needs of a limited number of affluent and institutional investors to ensure the highest level of attention and responsiveness. By working with an elite group of specialists at the firm, Kurt delivers highly customized solutions that address a full spectrum of wealth management needs.

Kurt leverages the wide breadth of J.P. Morgan's industryleading resources beyond investment management to include client services in liability management, trust and estate planning, tax management and philanthropic strategies, alternative investments, intellectual capital, insurance, and mortgages. By partnering alongside families' CPAs and other professional advisors, he works diligently in seeking to ensure the totality of the financial picture is considered. Kurt's mission is to help clients pursue and/or maintain their preferred future through superior levels of consulting and service.

Kurt is a graduate of Providence College, where he earned a bachelor's degree in Finance. He has over 25 years in the financial services industry and holds FINRA series 6, 7, 31, 52, 63 and 65 securities licenses.

Kurt is a member of the Board of Advisors for the Stetson University School of Business. Kurt resides with his wife, Michele, in Jupiter and Miami, Florida, and Nantucket, Massachusetts. He enjoys spending time with his family.

Insights

Markets

5 things on the horizon for 2025

December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Wealth Planning

Selecting the right assets to give to charity

December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
Business

Understanding business entities

December 5, 2024If 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 Now
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