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Greg Onken
As a seasoned investment professional, I pride myself on my ability to provide guidance and wisdom to help clients as they make decisions during various market cycles. 

Greg Onken AIF®

Managing Director

Greg Onken AIF®


415.772.3123

800.999-2000

greg.onken@jpmorgan.com

560 Mission Street
Suite 2400
San Francisco, CA 94105

Awards and Recognition

SHOOK-Badge-Top250
Barron's top 1200 Financial Advisors 2020
Web
Financial Advisers

Barron's1

Top 1,200 Financial Advisors

2021 · 2020 · 2019 · 2016 · 2014

Top 100 California Financial Advisors

2020 · 2019 · 2018 · 2016

Top 1,000 Financial Advisors

2011 · 2010

Forbes2

Best-In-State Wealth Advisors

2021 · 2020 · 2019 · 2018 

America's Top Financial Advisors

2021 · 2020

Financial Times3

Top 400 Financial Advisers

2019 · 2018 · 2017

National Association of Board Certified Advisory Practices (NABCAP)

Premier Advisor in Silicon Valley

2013

Top Wealth Manager, Silicon Valley, San Jose

2013

About Greg

Greg Onken is a Managing Director, Wealth Partner and Portfolio Manager with J.P. Morgan Wealth Management. 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.

Greg began his financial services career in 1983 at J.P. Morgan predecessor firm Bear Stearns as an Associate in the Institutional Fixed Income Department. 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. 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.

 

Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

1. The formula the Financial Times 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 Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

The Barron’s 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 selection abilities.

 

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