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
Is a Goldilocks economy just a fairy tale?
May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read Now
Testing the five big insights of our 2024 Outlook
May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read Now
April 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan
May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now
56% of the Asian American Pacific Islander community feels confident in their retirement goals, a JPMorgan Chase survey reveals
May 16, 2024The survey gathered data from people aged 18–65 who currently have a retirement account in an effort to better understand how Asian and Pacific Islanders feel about their retirement plans and what barriers they may be facing.Read Now
You’ve decided to share your wealth with family. Now what?
May 15, 2024You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Eye on the Market: Animal farm
May 15, 2024The latest Eye on the Market reviews agriculture from an investor’s perspective, including agricultural price inflation, equity investments in agriculture and farmland ownership.Read Now
Introduction to succession planning for business owners
May 15, 2024A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Election year investing jitters? Considerations that could set you at ease
May 13, 2024History has shown that elections can have a minimal effect on the stock market in the long run. However, there are often implications for investors. Here’s what we believe you should know.Read Now
Heard on the Street: 5 things we’ve learned from Corporate America
May 10, 2024As earning season winds down, here’s what we’ve picked up.Read NowIs a Goldilocks economy just a fairy tale?
May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read NowTesting the five big insights of our 2024 Outlook
May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read NowApril 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan
May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now56% of the Asian American Pacific Islander community feels confident in their retirement goals, a JPMorgan Chase survey reveals
May 16, 2024The survey gathered data from people aged 18–65 who currently have a retirement account in an effort to better understand how Asian and Pacific Islanders feel about their retirement plans and what barriers they may be facing.Read NowYou’ve decided to share your wealth with family. Now what?
May 15, 2024You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowEye on the Market: Animal farm
May 15, 2024The latest Eye on the Market reviews agriculture from an investor’s perspective, including agricultural price inflation, equity investments in agriculture and farmland ownership.Read NowIntroduction to succession planning for business owners
May 15, 2024A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowElection year investing jitters? Considerations that could set you at ease
May 13, 2024History has shown that elections can have a minimal effect on the stock market in the long run. However, there are often implications for investors. Here’s what we believe you should know.Read NowHeard on the Street: 5 things we’ve learned from Corporate America
May 10, 2024As earning season winds down, here’s what we’ve picked up.Read Now