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
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You 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
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You 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 NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now