About Stephen

Stephen Billowitch is a Client Associate at J.P. Morgan Wealth Management.

As a member of the Alta Group, Stephen works closely with the team's high-net-worth clientele, streamlining multiple facets of their wealth and helping them regain time for their personal and professional commitments. He specializes in new account onboarding, as well as fund transfers, client inquiries and team communications. Stephen takes pride in developing genuine relationships, delivering a service model that is hand-crafted to address each family's needs. He is gratified to impact the longterm trajectory of clients' finances, helping individuals and families put the structures in place to enhance their pathway to financial freedom and long-term security.

Stephen began his financial career in 2022 as a Credit Analyst at First Republic Bank, where he underwrote home equity lines of credit (HELOCs) for high-net-worth individuals. Two years later, he moved to J.P. Morgan Wealth Management in his current capacity. Stephen is in the process of completing his B.S. in Business Administration at the University of Arizona. He holds the FINRA Series 7 and 66 securities licenses.

Stephen lives in the San Francisco Bay Area. A car enthusiast, he also enjoys playing golf, traveling and spending time with his family.

Insights

Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As 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
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.