Alan B. Solursh
Alan Solursh is a Managing Director and Financial Advisor with J.P. Morgan Securities, the wealth management division of J.P. Morgan. He and his team manage relationships for a range of wealthy individuals, corporate executives, entertainment industry professionals, retirees, small business owners, foundations and endowments. Alan also is a member of the J.P. Morgan Securities Portfolio Manager Program (PM Program), an exclusive group of advisors who have completed a screening process to manage discretionary assets, and are subject to on-going qualitative and quantitative reviews. He incorporates principles of behavioral finance in assessing his clients' risk tolerance, and then designs tailored strategies to help them meet their goals.
Alan has over 23 years of financial industry experience, beginning as an accountant and business manager for individuals primarily in the entertainment industry. He believes that his commitment to putting his clients' interests first, his personal values of honesty and integrity and the wide array of research and investment resources offered by J.P. Morgan are key ingredients his clients enjoy.
Alan joined J.P. Morgan Securities' predecessor firm, Bear Stearns, in 1993, and transitioned to his current role in 2008. He takes pride in delivering excellent service to his clients, and was recognized for two consecutive years by Barron's as one of the country's Top 1,000 Financial Advisors in 2012 and 2013.*
Alan graduated from the University of California San Diego with a B.A. in Quantitative Economics and Decision Science, and earned an M.B.A. at New York University's Stern School. He also is an instructor at the University of California Los Angeles in various investment courses. He lives in Hidden Hills, California, with his wife and two sons, and enjoys scuba diving, golfing, sailing and camping. He is active in the local youth lacrosse community, and he volunteers and serves on various charitable boards, including those with a mission of youth education, leadership and outdoor experiences.
*The 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.
Phone: (310) 201-7783
Registered States: AZ, CA, CO, CT, DE, D.C., FL, GA, HI, ID, IL, LA, MD, MI, MN, MS, NE, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SD, TN, TX, WI