Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2025 • 2024 • 2023 • 2022 • 2021

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

Markets

3 top-of-mind lessons in the current market environment

July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Fraud

AI scams, deep fakes, impersonations … oh my!

July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Wealth Planning

Think before you move: How to think about redomiciling

July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
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