Tyler TonakiTyler TonakiSenior Client Associate
About Tyler
Tyler Tonaki is a Client Associate with J.P. Morgan Wealth Management. As a member of Barney Cohen's team, he provides operational and administrative support for high-net-worth individuals. Tyler's responsibilities include executing trades, wire transfers, and maintaining account records. He works diligently to deliver an excellent customer experience.
Tyler graduated from Seattle University with a B.A. in Finance. He began his career in 2015 at Expeditors International of Washington, Inc. as a Credit Specialist and then moved to KMS Financial Services, Inc., where he served as a Compliance Specialist. Tyler joined J.P. Morgan in 2019 and is vital to the success of his group. He is FINRA Series 7 and 66 licensed.
Born and raised in Honolulu, Hawaii, Tyler now lives in the Greenwood neighborhood. During his free time, he enjoys snowboarding as well as cheering on the Seahawks.
Insights
Outlook
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
Investing
Four reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now
Investing
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Wealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
Economy
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Real Estate
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now
Retirement
3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Outlook
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowOutlook
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowInvesting
Four reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read NowInvesting
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowWealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowOutlook
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowEconomy
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowReal Estate
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read NowRetirement
3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowOutlook
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
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