
Timothy ArgyresTimothy Argyres, CFP®Managing DirectorWealth Advisor
Awards and Industry Recognition


Forbes
About Timothy
Tim Argyres is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
As one of the founders of The ARA Group, Tim plays a vital role in serving corporate executives of publicly held companies, entrepreneurs and high-net worth individuals and their families. In his client-facing capacity, he views his mission as helping clients fulfill their long-term financial goals by creating wealth plans designed to preserve and grow their capital asset base.
As an early adopter of the CFP® designation—considered the industry's gold standard—Tim devotes time and energy to learning about clients' aspirations and what they hope to accomplish with their wealth. His personal qualities of patience and persistence, coupled with his years of experience and exposure to a range of wealth planning situations, equip him to guide individuals in pursuing what is most meaningful to them. Tim augments his recommendations with a collaborative, team-based approach to deliver bespoke-level service. He underscores this by remaining responsive whenever clients call and building strong relationships across multiple generations.
In a career spanning more than two-and-a-half decades, Tim began working in financial services at Smith Barney (now CitiGroup) and then became an Account Vice President/Financial Advisor at UBS Financial Services. As a member of The ARA Team, he moved to Merrill Lynch Wealth Management as a Senior Vice President and Financial Advisor. He joined First Republic Private Wealth Management with the group before transitioning to J.P. Morgan in 2023.
Tim graduated from the University of Oregon with a B.S. in Sociology and Business Administration, earning a full-ride scholarship as the Student Manager of the basketball team. He earned an M.S. in Financial Planning from Kansas State University and is a CERTIFIED FINANCIAL PLANNER® professional.
Tim and his wife live in the San Francisco Bay Area with their daughter and son one in college and one in high school. In his free time, he loves spending time with his family, skiing, and playing tennis and basketball. He volunteers with Wolfpack NorCal Youth Basketball, a non-profit youth athletics organization.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights

A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
