About Gary

Gary Raczkowski is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management. With over 30 years of experience in the financial services industry, he focuses on wealth management, executive services and corporate retirement planning.

Gary primarily works with high-net-worth individuals, corporate executives, retirees, small business owners and foundations. He has developed deep and long-lasting relationships with his clients and credits their loyalty to the time he has invested with them at the outset to develop a comprehensive understanding of their goals.

As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Gary is one of 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 each advisor's investment strategy.

Gary manages portfolios on a discretionary basis, calling upon his technical and analytic skills, and utilizes J.P. Morgan's award-winning research capabilities to guide in the security selection process. He provides his clients with periodic updates on their positions, giving them the luxury of concentrating on their families and businesses, all the while being comfortable that the professionals are watching over their investments.

Gary appreciates the boutique nature of J.P. Morgan, which offers the flexibility to accomplish what clients require — providing access to an extensive range of products and services to assist his clients with strategic investments, trusts and estates, private banking, philanthropy, mortgages and credit.

Gary has been with J.P. Morgan (formerly Bear Stearns Private Client Services) for over 20 years. Prior to joining Bear Stearns in 1996, he was an Associate Director at Wells Fargo (1989-1996). Gary earned his B.B.A. in Finance from the College of William and Mary in Williamsburg, VA.

In his spare time, he enjoys engaging in the perpetual quest of improving his mediocre golf game.

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.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.
(415) 772-3083gary.raczkowski@jpmorgan.com