Aubrey TarpleyAubrey TarpleyWealth Advisor
Awards and Industry Recognition
Forbes
About Aubrey
A.J. Tarpley is a Wealth Advisor at J.P. Morgan Wealth Management.
A.J. works closely with entrepreneurs, executives, and athletes, helping them manage their financial affairs with greater purpose and direction. Within The Rutledge Custodio Team, he focuses on building strong relationships with clients, allowing people to dedicate their energy to their professional and personal priorities. A.J.'s responsibilities also include financial planning and portfolio design.
A.J. was drawn to wealth management because he enjoyed helping team members, friends and colleagues evaluate their financial options. That same educational mindset infuses his current role. He takes great satisfaction in helping people regain control over their wealth, connecting clients to a refined level of advice and guidance. A.J. also works closely with the next generation of client families, helping them start early on the path to financial stewardship and long-term success.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, A.J. was a Wealth Manager at both First Republic's and Merrill's Private Wealth Management divisions. A.J. began his tenure in financial services in 2016 with Bank of America's Global Credit and Special Situations desk, where he focused on distressed debt and institutional clients. He also played professional football for 3 years in the NFL, AAF, and XFL.
A.J. earned his B.A. in Science, Technology and Society from Stanford University, where he was a 4-year starter at middle linebacker and captain of the football team.
Eager to give back to his community, A.J. volunteers as a financial literacy instructor for the Boys & Girls Clubs of the Peninsula. He also serves on the California Advisory Board for the Concussion Legacy Foundation, a nonprofit that supports veterans, athletes and all affected by concussions and chronic traumatic encephalopathy (CTE).
A resident of Redwood City, A.J. enjoys playing golf and basketball, hiking and reading non-fiction in his free time.
Insights
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
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January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowFiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now