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
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read Now
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now