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

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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