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
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now