Andrew GibsonAndrew GibsonExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Andrew
Andrew Gibson is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Andrew brings more than 15 years of investment knowledge and skills to clients. Before joining the firm with his colleagues in 2023, he spent 11 years at First Republic Wealth Management, rising to be the Head of Equity Trading. Prior to First Republic, Andrew held institutional trading roles at Stifel Financial and Thomas Weisel Partners.
Today, Andrew advises wealthy families and individuals on investment strategy, asset allocation and overall portfolio management. Proud to be an "ears open, sleeves rolled up" professional, he is devoted to knowing clients exceedingly well, gaining their respect and being a trusted advisor. For Andrew, being a relevant part of a client's financial life means appreciating their life's work, their business interests, and helping to ensure their overall well-being—financially and emotionally.
Andrew holds a B.S. in International Business from San Francisco State University and an M.B.A. from the F.W. Olin School of Business at Babson College in Massachusetts. After earning his Bachelor's, and a welltimed trading floor tour, Andrew fell in love with the energy and excitement of trading. Later in his career, he decided to serve clients directly and "own his own success." In 2019, he joined Catherine Evans and formed the group. An avid sailor, Andrew and his wife are proud parents of three children.
Insights
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
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January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowSelling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowNavigating the new year: 3 resolutions for investors
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowShould I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInsulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowAsset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowProviding for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now