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The Firstman, Horncastle, Cram, Worley Group

Wealth Partners at J.P. Morgan

The Firstman, Horncastle, Cram, Worley Group

With more than 100 years of combined experience, we take a family office approach to wealth management


3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Welcome

With more than 100 years of combined experience, we take a family office approach to wealth management: We create tailored investment strategies for high- and ultra-high-net-worth multigenerational families, endowments and nonprofits. Internally, we are highly collaborative. We have organized ourselves so clients benefit from our team’s collective insights and viewpoints

Our Approach

With more than 100 years of combined experience, we take a family office approach to wealth management.

Our approach is rooted in our desire to be the team you trust to manage your money:

We are thoughtful, not transactional. We understand investment management is not about buy and sell, and we study the market tirelessly.

We strive to be transparent in everything we do—in our investment strategies and selections, and in our efficient fee structure.

We are committed to giving each client a high level of service. We have a thorough involvement in all that we do for our clients, and invest time to truly know them.

We are a total resource for our clients. We manage and advise on the entirety of a family’s wealth—trusts and estates, and mortgages and credit—which we believe can be as important as the investment mandate.

Meet Our Team

Click a profile to learn more about each member

Andrew Firstman

Managing Director


404.842.4043

andrew.firstman@Jpmorgan.com

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Mark Horncastle

Managing Director


404.842.4178

mark.horncastle@jpmorgan.com

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Christian Cram

Executive Director


404.842.4181

christian.cram@jpmorgan.com

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Shayla Worley

Wealth Advisor


404.842.4158

shayla.worley@jpmorgan.com

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Joy Cole

Senior Client Associate


404.842.4186

joy.cole@jpmorgan.com

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Brittany Downey

Client Associate


404.842.4047

brittany.downey@jpmorgan.com

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

Carolyn Usry

Client Associate


404.842.4042

carolyn.usry@jpmorgan.com

3424 Peachtree Road NE, Suite 1700
Atlanta, GA 30326

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). 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.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.