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Aaron Nichols
J.P. Morgan Wealth ManagementPalo AltoManaging Director, Wealth Partner
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Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#49
California - Northern CA (High Net Worth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
About Aaron Nichols

Aaron provides leadership and direction to high-net-worth and ultra-high-net-worth individuals, families, and institutions, helping them deploy their wealth with greater forethought and care. With more than two decades of wealth-management experience, he offers direct knowledge of the opportunities that accomplished clients encounter, supporting their efforts to grow, preserve, and transfer their wealth more effectively.

The description above is provided by Aaron.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states
 
INVESTMENT AND INSURANCE PRODUCTS: 
• NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE
Contact Aaron
aaron.nichols@jpmorgan.com
(650) 289-3107
2100 El Camino Real, Palo Alto, California 94306
Asset Summary
As of Jun, 2023
$3M
Min Account Size For New Business
$3-25M
Typical Size Of Households
$5-200M
Typical Net Worth Of Relationships
$476M
Team Assets (Custodied)
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