About Derek

Derek Popp is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.

Derek's nationwide practice serves a select group of successful individuals that spans entrepreneurs, business owners, community leaders, and high-profile members of the sports and entertainment communities.

A gifted communicator, Derek engages with clients, listening carefully to home in on the totality of their personalized objectives. He puts clients and colleagues at ease and is recognized for his solid planning and organizational capabilities.

Derek's passion for developing client-centric strategies is a differentiating factor in his approach. By considering the entirety of each client's financial situation, he serves as the architect of their legacy, helping them to align their resources with the noble purpose of their goals.

Throughout a two-decade career in finance and wealth management, Derek held various positions at Merrill Lynch, most recently as a Director/Division Client Relationship Manager for the Heartland Division. His first-hand entrepreneurial experience helps to bridge the gap between his clients' business and personal objectives.

A graduate of Drew University, Derek earned a B.A. with a double major in Economics and Political Science and a minor in European Studies. He is a native of New Jersey and maintains a deep professional network.

Derek enjoys golfing in his spare time and formerly was a competitive futbol player. He is a First Tee mentor and advocates for the financial education and rights of all without regard to economic background, literacy or means.

Insights

Business Planning

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Wealth Planning

What is a living trust?

June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
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