Pourya NaeimiPourya NaeimiManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Pourya
Pourya Naeimi is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Pourya works with high-net-worth individuals and families, including senior executives in the technology industry, entrepreneurs and multigenerational families. He takes a planning-first approach to wealth management, beginning with a detailed understanding of each client's assets, goals, family circumstances and long-term intentions before developing an investment strategy.
Pourya’s work encompasses investment management, retirement income planning and tax-aware strategies, as well as assistance with trust and estate planning and wealth transfer considerations. He coordinates with clients' attorneys, accountants and other professionals as appropriate, helping bring the different elements of their financial lives together. Pourya holds the Securities Industry Essentials (SIE), Series 7 and Series 66 licenses.
Drawing on more than 25 years in financial services, Pourya brings significant experience working with sophisticated wealth. Before joining J.P. Morgan in 2026, he spent 16 years at Wells Fargo Advisors, where he built a comprehensive wealth management practice serving executives, entrepreneurs and multi-generational families and ultimately oversaw more than $500 million in client assets. Pourya began his career in 2000 at Morgan Stanley Smith Barney on Sand Hill Road in Menlo Park, serving executives, entrepreneurs, venture capitalists and other accomplished professionals.
Insights
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September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowUS-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read NowNew York estate tax planning considerations
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August 31, 2026Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read NowHow to unlock cash from the Great Wealth Transfer without selling assets
August 31, 2026Great Wealth Transfer heirs may face urgent cash needs that lead them to sell assets prematurely. But a strategic borrowing approach can help preserve your inheritance.Read NowWomen in philanthropy: A transformative force in light of the Great Wealth Transfer
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