Nick CentisNick CentisVice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Nick
Nick Centis is a Vice President with J.P. Morgan Wealth Management.
Drawing from over a decade of wealth management and trading experience, Nick employs a holistic approach in developing customized wealth management plans for entrepreneurs, venture capitalists, private foundations/ endowments, and privately held family businesses.
His method looks at both sides of the balance sheet, and focuses on not only designing bespoke portfolios, but on proper collateral management and lending strategies to meet a family's long-term goals and needs.
His unique experience serving venture capitalists and founders allows him to guide his clients through their next liquidity event, carry award or esoteric wealth event. For this, he believes in creating a "game plan" for what needs to be done, before, during and after—well in advance of the realization event. He believes that a solid foundation of estate planning, wealth transfer approaches and tax strategy can often move the needle just as much as delivering alpha in a portfolio.
When it comes to portfolio construction, he works on identifying the pain points and needs of his clients first and building a blueprint for their portfolio and balance sheet around that. He considers himself first and foremost a problem solver.
Nick began his career at Merrill Lynch, where he focused on assisting the firm's trading/operations department. Later, he joined Barclays Wealth and Investment Management, where he served many venture capital clients who required more active trading and institutional coverage. Nick moved to Stifel as part of its acquisition of Barclays in 2015, assisting those same venture capital clients with large, concentrated stock positions and helping them to de-risk and diversify their assets into long-term all-weather portfolios.
In 2020, Nick joined J.P. Morgan to work directly with current and new tech-focused clients in the San Francisco Bay Area. From there he joined The AC Group to operate the team's Private Wealth and Investment division.
Nick earned a B.A. in Business Management Economics from the University of California, Santa Cruz where he graduated with honors in the major. Active in the San Francisco community, he is on the YPA Council for the Make-a-Wish Foundation: Greater Bay Area. Nick is also a highly involved member of The Battery, the San Francisco Film Society, and the San Francisco MoMa.
He enjoys casual golf, competitive chess, strong coffee, good wine, the arts, and the occasional avant-garde film.
Insights
The duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
Retirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowThe duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowU.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read NowMoney and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read NowRetirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read NowInsight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowHow AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now