Pourya NaeimiPourya NaeimiManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes | Shook
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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One economy, two markets, one message
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October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowWhy a 401(k) and high-yield savings account may not be enough
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October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowWhich industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowData centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowHow an annuity can help you plan for retirement
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September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now