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 high net worth 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 joined J.P. Morgan Securities’ predecessor firm, Bear Stearns, in 1993, and transitioned to his current role in 2008. Alan has been named by Barron's for four consecutive years as one of the country's Top 1000 Financial Advisors (2012 and 2013) and Top 1200 Financial Advisors (2014 and 2015).¹
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 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, traveling and the outdoors. 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.
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.
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