John SlatteryJohn SlatteryManaging DirectorWealth Partner
Awards and Industry Recognition
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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
How to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read Now
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November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read Now
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November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
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In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowHow to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowDelayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read NowUnderstanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowUnderstanding life insurance
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November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read NowEnd-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read NowInvesting in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read NowIn the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now