
Nasser AbdulkariemNasser AbdulkariemExecutive DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Nasser
Nasser Abdulkariem is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As the founder of The ARA Group, Nasser oversees the strategic direction of this eight-person team. He leads the delivery of holistic wealth planning and investment management services to an eclectic group of Silicon Valley executives, whose substantial wealth comprises equity in public companies, as well as ultra-high-net-worth families and professional athletes.
Nasser's mission is to help clients transform their hard work into the meaningful future they envision. Drawing on his years of experience counseling clients to make the most of sophisticated opportunities, he conducts a discovery meeting to assess their goals and guide them through advanced planning scenarios. Nasser's differentiated capabilities derive from a deep understanding of the structure of private, pre-IPO and post-public companies, concentrated equity positions and liquidity events. This background informs his recommendations for investments, retirement planning, executive compensation and estate and legacy considerations.
In a career extending nearly 25 years, Nasser began as a Vice President on the Venture Trading Desk at Banc of America Securities. He then became a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, where he founded the ARA Group. Nasser and the team moved to First Republic Private Wealth Management before transitioning to J.P. Morgan in 2023.
A graduate of San Francisco State University, Nasser earned a B.S. in Accounting while playing NCAA Division II soccer. He also completed the Stanford Graduate School of Business LEAD Business Program.
Nasser is an avid athlete and continues to play soccer, a sport that brings balance to his life. He is active in the local community and coaches the Women's Soccer Team at City College of San Francisco. He also serves as a mentor and business advisor in a community program for youth and professional boxers, watching proudly as some have evolved their skill to Olympic-level performance.
Insights

US unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read Now
Tariff delays: Uncovering the most impacted sectors
March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read Now
How to prepare for Tax Day as a small business owner
March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
Eye on the Market Energy Paper: Heliocentrism
March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read Now
Navigating rate risks: How bonds are better positioned in 2025
February 28, 2025Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes and Trump administration policies in 2025.Read Now
Managing your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read Now
Act now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read Now
Options for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read Now
War and peace: What to know about global security
February 21, 2025As world leaders reassess their defense strategies, here’s what investors should know.Read Now
US unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read Now
Tariff delays: Uncovering the most impacted sectors
March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read Now
How to prepare for Tax Day as a small business owner
March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
Eye on the Market Energy Paper: Heliocentrism
March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read Now
Navigating rate risks: How bonds are better positioned in 2025
February 28, 2025Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes and Trump administration policies in 2025.Read Now
Managing your stock awards to grow your wealth
February 24, 2025Uncover strategies to enhance the value of your newly vested shares and align your choices with your long-term wealth goals.Read Now
Act now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read Now
Options for your 401(k) when you leave a company
February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read Now
War and peace: What to know about global security
February 21, 2025As world leaders reassess their defense strategies, here’s what investors should know.Read Now