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 1200 Financial Advisors
2022 • 2021 • 2020 • 2017 • 2016
Top Florida Advisor
2022 • 2021 • 2020 • 2017 • 2016

Forbes

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

Financial Advisor IQ

Leadership Council
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 industry-leading 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 has over 25 years of experience in the financial services industry. He is considered to be a top national advisor to families of significant means through industry recognitions, including 2 Forbes and 1 Barron's.

Kurt is a graduate of Providence College, where he earned a bachelor's degree in Finance. He holds FINRA series 6, 7, 31, 52, 63 and 65 licenses. He is a member of the Board of Advisors for the Stetson University School of Business. Kurt resides in Jupiter, Florida, with his wife, Michele, and enjoys spending time between South Florida and Nantucket with his family.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
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