Greg Onken is a Managing Director, Financial Advisor and Portfolio Manager with J.P. Morgan Securities, the wealth management division of J.P. Morgan. 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.
Recognized by Financial Times in 2017 as one of the Top 400 Financial Advisors, Greg has also been named by Barron's as one of the top 100 Financial Advisors in California in 2016 as well as been listed among the magazine’s Top 1, 200 Financial Advisors in America (2014, 2016) and 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 formula the FT uses to grade advisors is based on six broad factors and calculates a numeric score for each advisor. Areas of consideration include advisor assets under management, asset growth, years of experience, industry certification, FINRA compliance record, and online accessibility.
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.
Awards or rankings are not indicative of future success or results.
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.
Learn more about our firm and investment professionals through FINRA BrokerCheck.
The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.
This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.
“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.
Investment products: Not FDIC insured • No bank guarantee • May lose value