Aaron NicholsAaron NicholsManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Aaron
Aaron Nichols is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Aaron provides leadership and direction to high-net-worth and ultra-high-net-worth individuals, families, and institutions, helping them deploy their wealth with greater forethought and care. With more than two decades of wealth-management experience, he offers direct knowledge of the opportunities that accomplished clients encounter, supporting their efforts to grow, preserve, and transfer their wealth more effectively.
Clients look to Aaron and his team for an integrated suite of services, including wealth planning, cash-flow modeling, pre-liquidity-event planning, and goals-based investment management. He offers a tax-sensitive approach that features diversified, multi-asset portfolios employing both public markets and private investments. Consultative by nature, Aaron spends significant time discussing clients' risk tolerance so that he can embed those parameters within his approach. Ultimately, he seeks to help clients fulfill the purpose they envision for their lives, families, and communities, connecting their wealth to their long-term aspirations.
Prior to joining J.P. Morgan Wealth Management in 2023, Aaron spent more than eleven years with First Republic Private Wealth Management, where he was a Managing Director and Wealth Manager. Earlier in his career, he was a Vice President and Financial Consultant at Charles Schwab. Aaron gained valuable experience as President and CEO of Nichols Research, a market research firm, overseeing its sale in 2016. His previous roles include Vice President and Business Development Officer at U.S. Trust and Financial Advisor at American Express Financial Advisors, now Ameriprise Financial.
Insights
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What is a backdoor Roth IRA?
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June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read NowWhat is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowUS inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read NowIs it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read NowUS adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read NowAll eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowAI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowManaging stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now