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
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
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April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring 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
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowWhy are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring 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 NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now