Greg Onken

Greg Onken is a Managing Director at J.P. Morgan Securities, the wealth management division of J.P. Morgan.2 He is the founder of The OS Group, an exclusive team of investment and planning professionals serving entrepreneurs, venture capitalists, wealthy families, and foundations.12

With over 40 years of experience in the financial services industry, Greg specializes in providing personalized wealth management strategies to his clients.1 His approach integrates asset purchases, income streams, lending, and tax considerations to create flexible investment plans that adapt to clients' evolving needs.12

Key aspects of Greg Onken's career and achievements include:

Professional Experience

• Began his financial services career in 1983 at Bear Stearns, a J.P. Morgan predecessor firm1
• Worked at Wertheim Schroeder's Private Investment Division1
• Served as Partner and Director of the Private Client Group at SG Cowen Securities1
• Rejoined Bear Stearns in 1999 before transitioning to his current position at J.P. Morgan12

Expertise and Responsibilities

• Serves on The OS Group's Investment Committee, helping build customized portfolios for clients12
• Holds the Accredited Investment Fiduciary (AIF) designation2
• Known for providing guidance and wisdom to help clients make decisions during various market cycles12

Recognition and Awards

Greg Onken has received numerous accolades throughout his career, including:

• Recognized by Barron's as one of the top 100 Financial Advisors in California (2016, 2018-2021)2
• Listed among Barron's Top 1,200 Financial Advisors in America (2014, 2016, 2018-2023)2
• Recognized by Forbes as a Best-In-State Wealth Advisor (2018-2023) and Top 250 Wealth Advisor (2020-2023)2
• Acknowledged as a National Association of Board Certified Advisory Practices Premier Advisor in Silicon Valley, San Francisco, and California2

Education and Personal

Greg graduated from the University of California, Los Angeles, with a B.A. in History and Business.1 He is a California native, married with three daughters, and actively involved in various charities, educational organizations, and public policy initiatives.12