Greg Onken is a Managing Director and Financial Advisor with J.P. Morgan Securities. He is the founder of The OS Group, a team of highly skilled investment and planning professionals who serve an exclusive group of entrepreneurs, venture capitalists, wealthy families and foundations. The insights Greg has amassed over his 30 years in the industry guide him as he provides clients with bespoke strategies. This approach integrates asset purchases, income streams, lending and tax considerations in order to help create investment plans suited to clients’ needs with the unique flexibility to change as their priorities evolve.
As a seasoned investment professional, Greg prides himself on his ability to provide guidance and wisdom to help clients as they make decisions during various market cycles. He also serves on The OS Group’s investment committee, helping build customized portfolios for clients.
He was recognized by Barron’s as one of the Top 1,200 Financial Advisors in America (2014) as well as one of the Top 1,000 Financial Advisors in America (2010, 2011).¹ Additionally, Greg was acknowledged as a National Association of Board Certified Advisory Practices (NABCAP) Premier Advisor in the Silicon Valley, San Francisco and California (2013); and he was a Top Wealth Manager in the Silicon Valley and San Jose (2013).²
Greg began his financial services career at J.P. Morgan Securities’ predecessor firm, Bear Stearns, as an Associate in the Institutional Fixed Income Department in 1983. He then moved to Wertheim Schroeder’s Private Investment Division. He became a Partner and served as Director of the Private Client Group at SG Cowen Securities. Greg rejoined Bear Stearns in 1999 and subsequently transitioned into his current position at the firm.
As a graduate of the University of California at Los Angeles, Greg earned a B.A. degree in History and Business. A California native, Greg is married with three daughters, and is actively involved in various charities, educational organizations and public policy initiatives.
Registered States: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC,TN, TX, UT, VA ,VT, WA, WI, WY
¹The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.
²NABCAP’s multi-step verification process utilizes independent resources to objectively account for the accuracy and consistency of advisory practices. They comprehensively evaluate and validate twenty categories within a financial advisory practice.