
Justin MerolaJustin MerolaManaging DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Justin
Justin Merola is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
As the group's co-founder, Justin has helped CEOs, business owners and generations of wealthy families brighten their financial pictures and outlooks with specialized guidance surrounding liquidity events and other critical decision points.
Prior to joining J.P. Morgan with his colleagues in 2023, Justin held senior advisory positions at First Republic, Merrill Lynch and UBS. He began his career at Morgan Stanley in 2005.
Dedicated to being a consistent presence in clients' lives, Justin believes that a solid wealth management strategy begins with each client's vision of the future for themselves, their families, and enterprises. He recognizes that while many clients are financially astute and forward-thinking, they typically lack the time and resources to effectively manage their wealth.
Justin grew up in a blue-collar family and watched his grandfather and father run separate family businesses. Witnessing their hard work and the challenge of creating personal wealth, Justin set his sights on college and gaining financial skills – ultimately graduating from Northeastern University with a B.S.B.A. with a dual concentration in Finance and Management.
"Leveraging the breadth and depth of J.P. Morgan, its open architecture and the efforts of specialists we've known for years, we help clients seize timely opportunities, and plan thoroughly – and thoughtfully – for situations they anticipate and those they don't. Clients come to us for the rigor, skills and attention they might find in a family office style environment. Each of us is proud to put clients' wealth to work and minds at ease. Our efforts can make a real impact on families and society for years to come."
Justin stays active with his alma mater, after serving as a board member of the Northeastern University Alumni Association. He also supports Notre Dame High School in West Haven. An avid tennis player, Justin resides in Southborough, Massachusetts with his wife, Kristina, and their two sons, one a freshman at Bryant College.
Insights

What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
