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Summarize Greg Onken’s background before I meet with them
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Greg Onken

Managing Director at J.P. Morgan
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Greg Onken is a Managing Director at J.P. Morgan Securities and the Founder of The OS Group, an exclusive team of investment and planning experts.

With over 30 years of experience in the industry, Greg leads his team in offering personalized strategies encompassing asset management, income streams, lending, and tax planning to meet clients' evolving needs.

Greg is known for his insights during market cycles and serves on The OS Group's investment committee, holding the Accredited Investment Fiduciary (AIF) designation.

His accolades include being recognized by Barron's and Forbes as a top Financial Advisor in California and the U.S., as well as by The Financial Times and National Association of Board Certified Advisory Practices.

Greg's career includes roles at Bear Stearns, Wertheim Schroeder, SG Cowen Securities, and his current position at J.P. Morgan Wealth Partners.

A graduate of the University of California, Los Angeles, with a B.A. in History and Business, Greg is actively engaged in charitable and public policy initiatives.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
This public profile is provided courtesy of Clay. All information found here is in the public domain.