Greg OnkenGreg Onken, AIF®Managing DirectorWealth Partner
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About Greg
Greg Onken is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.
Greg is the founder of the OCB Group, a team of highly skilled investment and planning professionals who serve an exclusive group of entrepreneurs, venture capitalists, wealthy families and foundations. He brings 40-plus years of experience in the industry to guide his team in creating bespoke wealth management strategies tailored to the needs of each of the individuals in their care. This holistic approach integrates investing, income streams, lending and tax considerations into one cohesive path forward.
A seasoned investment professional, Greg prides himself on his ability to guide clients as they make decisions during various market cycles. He serves on the OCB Group’s Investment Committee, helping build customized portfolios that align with clients’ important objectives. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
Greg began his financial services career in 1983 as an Associate in the Institutional Fixed Income Department at Bear Stearns, a J.P. Morgan predecessor firm. After taking a role in Wertheim Schroeder’s Private Investment Division, he moved to SG Cowen Securities, where he was a Partner and served as Director of the Private Client Group. Greg rejoined Bear Stearns in 1999 and subsequently transitioned into his current position at J.P. Morgan.
Greg graduated from the University of California, Los Angeles with a B.A. in History and Business. A California native, he is married with three daughters, and is actively involved in various charities, educational organizations and public policy initiatives.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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