John SlatteryJohn SlatteryManaging DirectorWealth Partner
Awards and Industry Recognition
Barron's
Forbes
About John
John Slattery is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
John delivers holistic advisory guidance that addresses the personal and sophisticated financial needs of ultra-high-net-worth individuals, former and current executives of publicly traded companies and the private equity community.
John's nearly 30 years of financial industry experience have afforded him a thoughtful view of the complexities of significant capital. He works closely with a select group of clients to provide strategic direction in the areas of diversification, tax minimization, estate planning and other long-term wealth management strategies.
John designs asset allocations and tailored portfolios that target the preservation of wealth while seeking conservative growth and the income necessary for cash flow requirements and retirement planning. He partners alongside clients' CPAs and other trusted consultants to help ensure the totality of each client's financial picture is carefully considered.
A graduate of Providence College, John holds a B.S. in Marketing and Finance. He has been a Financial Advisor since 1994, beginning at Merrill Lynch, followed by UBS Financial Services and Morgan Stanley. Drawing on a lifelong interest in the markets, John has focused his attention on the specialized wealth management needs of highly affluent individuals and families.
He joined J.P. Morgan in 2018 for the opportunity to offer his clients the benefit of boutique-level support coupled with the quality research and fortress balance sheet of one of the most well-renowned financial companies in the world.
John plays an active role within his local community and recently completed six years on the Board of Covenant House International, a non-profit that provides housing and supportive services to at-risk youth facing homelessness. During his time with the organization, he received their prestigious Beacon of Hope Award to recognize his dedication and service.
Insights
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
Providing for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read Now
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
Retirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read Now
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowShifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowProviding for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowShock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowDonor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read NowDecember 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read NowPlanning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowRetirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read NowYour values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now