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
2023 • 2022 • 2021 • 2020 • 2017 • 2016

Forbes

Top Wealth Advisors Best-In State
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

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Outlook

Can markets climb the wall of worry?

January 9, 2024From government shutdown fears to surging bond yields, there’s plenty for investors to fret about – but there’s also reason for optimism.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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