Greg OnkenGreg Onken, AIF®
Managing Director
Wealth Partner

"As a seasoned investment professional, I pride myself on my ability to provide guidance and wisdom to help clients as they make decisions during various market cycles."

Awards and Industry Recognition

Barron's

Top 1,200 Financial Advisors
2022 • 2021 • 2020 • 2019 • 2018
Top 100 California Financial Advisors
2022 • 2021 • 2020 • 2019 • 2018

Forbes

Best-In-State Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018
America's Top Financial Advisors
2021 • 2020

Financial Times

Top 400 Financial Advisers
2019 • 2018 • 2017

About Greg

Greg Onken is a Managing Director, Wealth Partner and Portfolio Manager with J.P. Morgan Wealth Management. He is the founder of The OS Group, a team of highly skilled investment and planning professionals who serve an exclusive group of entrepreneurs, venture capitalists, wealthy families and foundations. The insights Greg has amassed over his 30 years in the industry guide him as he provides clients with bespoke strategies. This approach integrates asset purchases, income streams, lending and tax considerations in order to help create investment plans suited to clients' needs with the unique flexibility to change as their priorities evolve.

As a seasoned investment professional, Greg prides himself on his ability to provide guidance and wisdom to help clients as they make decisions during various market cycles. He also serves on The OS Group's Investment Committee, helping build customized portfolios for clients.

Greg began his financial services career in 1983 at J.P. Morgan predecessor firm Bear Stearns as an Associate in the Institutional Fixed Income Department. He then moved to Wertheim Schroeder's Private Investment Division. He became a Partner and served as Director of the Private Client Group at SG Cowen Securities. Greg rejoined Bear Stearns in 1999 and subsequently transitioned into his current position at the firm.

As a graduate of the University of California at Los Angeles, Greg earned a B.A. in History and Business. A California native, Greg is married with three daughters, and is actively involved in various charities, educational organizations and public policy initiatives.

Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

Insights

Investing

Could inflation finally be peaking?

May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
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
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(415) 772-3123greg.onken@jpmorgan.com