
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

Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read Now
The new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read Now
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now
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January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read Now
Making the transition to retirement
January 21, 2026You 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 Now
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
Should I convert to a Roth IRA?
January 20, 2026Some 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 Now
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read Now
The new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read Now
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read Now
Making the transition to retirement
January 21, 2026You 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 Now
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
Should I convert to a Roth IRA?
January 20, 2026Some 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 Now
