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

A half-year roundup: 50 events shaping 2025 so far

July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
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Protect your passion: Make the most of your car collection

July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
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