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
Unmasking social engineering: Protecting your wealth from deceptive cyber tactics
October 1, 2025Social engineering is a powerful tool used by cybercriminals to manipulate individuals into revealing sensitive information, using tactics such as phishing, artificial intelligence and more. Discover how to recognize and thwart these tactics.Read Now
The social media seesaw: How family guidelines balance sharing with security
October 1, 2025As individuals’ and families’ profiles and finances increase, so does their likelihood of becoming targets of cybercrime and facing reputational damage. Learn more here.Read Now
What this government shutdown may mean for the stock market and investors
October 1, 2025While the broader economic and market impact of a government shutdown is usually modest, there are certain risks to be aware of with this most recent shutdown.Read Now
Planning finances for a blended family
September 30, 2025The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now
How to take care of a vacant home
September 30, 2025If you’re a fiduciary for an estate, understanding the essential steps and considerations for the vacant home’s maintenance and security is crucial to ensure the property is ready for future use or sale.Read Now
Planning for your family and terminal illness
September 30, 2025There are many factors to consider when planning for the end of life. Starting early, regardless of health status, can help ensure your family’s security.Read Now
Examining the benefits of the One Big Beautiful Bill for business owners
September 29, 2025Our review of the One Big Beautiful Bill Act, and discussions with business owners following its enactment, focuses on four key provisions.Read Now
4 trends we’re watching in the artificial intelligence investing space
September 26, 2025Given AI’s importance to the recent equity rally and its growing impact on the broader economy, it’s fair to wonder: Is the hype for real?Read Now
Considerations for owning a cash-only business
September 25, 2025Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read NowUnmasking social engineering: Protecting your wealth from deceptive cyber tactics
October 1, 2025Social engineering is a powerful tool used by cybercriminals to manipulate individuals into revealing sensitive information, using tactics such as phishing, artificial intelligence and more. Discover how to recognize and thwart these tactics.Read NowThe social media seesaw: How family guidelines balance sharing with security
October 1, 2025As individuals’ and families’ profiles and finances increase, so does their likelihood of becoming targets of cybercrime and facing reputational damage. Learn more here.Read NowWhat this government shutdown may mean for the stock market and investors
October 1, 2025While the broader economic and market impact of a government shutdown is usually modest, there are certain risks to be aware of with this most recent shutdown.Read NowPlanning finances for a blended family
September 30, 2025The term “blended family” can have different meanings for different people. However, planning can go a long way.Read NowHow to take care of a vacant home
September 30, 2025If you’re a fiduciary for an estate, understanding the essential steps and considerations for the vacant home’s maintenance and security is crucial to ensure the property is ready for future use or sale.Read NowPlanning for your family and terminal illness
September 30, 2025There are many factors to consider when planning for the end of life. Starting early, regardless of health status, can help ensure your family’s security.Read NowExamining the benefits of the One Big Beautiful Bill for business owners
September 29, 2025Our review of the One Big Beautiful Bill Act, and discussions with business owners following its enactment, focuses on four key provisions.Read Now4 trends we’re watching in the artificial intelligence investing space
September 26, 2025Given AI’s importance to the recent equity rally and its growing impact on the broader economy, it’s fair to wonder: Is the hype for real?Read NowConsiderations for owning a cash-only business
September 25, 2025Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read Now