Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025

About Edward 'Ted'

Ted Rice is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.

Ted imparts sophisticated investment and wealth planning services to a select group of clients across Silicon Valley, including high- and ultra-high-net-worth families, senior executives and entrepreneurs, many of whom are shareholders or optionees in technology companies. He views the team's charter as marshaling, organizing and investing clients' resources in a way that targets their most important goals. He guides clients in transitioning concentrated stock positions and real estate holdings into more diversified portfolios that can help fund their lifestyles.

Known for his honesty, competence and intelligence, Ted has dedicated his career to enhancing clients' long-term trajectories and prioritizing their objectives and needs. He feels it's an exciting time in the economic environment and is adept at carefully explaining complex topics in understandable terms. Ted has built a reputation for creating strategies that are simple, straightforward, transparent and tax-efficient. He constructs portfolios consisting of equities and fixed income in top-quality companies rather than more esoteric investments.

Ted's four-decade career includes stints at UBS and Merrill Lynch Wealth Management, where he served as a Senior Vice President and Wealth Management Advisor and was a founding member of The ARA Group. He and the team moved to First Republic Private Wealth Management before transitioning in his present role to J.P. Morgan in 2023.

A graduate of Stanford University, where he earned an A.B., Ted also holds the Certified Investment Management Analyst® (CIMA®) designation. He enjoys mentoring younger professionals in the industry on the power of the markets to create a lasting legacy.

Ted is a member of Commonwealth Club World Affairs of California and served as co-chair of its annual fundraising gala. He is an avid skier, hiker and golfer, and he recently completed a family Backroads hiking trip in the Italian Dolomites. He plays the drums in a local rock & roll band.

Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.

Insights

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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