In Connecticut, a team of 20 at J.P. Morgan Private Bank oversees more than $15 billion in assets. Leading it is Justin Nelson, Managing Director and Head of the Asset Management and Financial Principals Coverage Team. Ask him what success looks like, though, and the dollar figure barely comes up.
Nelson has worked in finance for nearly three decades. The measures he relies on today are personal lasting client relationships, a team prepared to lead, and the satisfaction of helping families make difficult financial decisions.
Relationships Measured in Decades
Many of Justin Nelson JP Morgan clients have been with him for over 20 years. “It’s not just about the principals, it’s now about their kids and their families,” he said. Working with several generations of a family requires an advisor to understand how money connects to each member’s sense of security and personal values.
He describes this as the most rewarding part of the job. “It’s been really special to have some really long-term relationships with people where you feel like you’re really helping them solve their problems, you’re making a ton of impact on their daily lives,” Nelson said.
A Leader Who Plans for His Own Absence
Nelson speaks warmly about his colleagues at JP Morgan. He calls himself lucky to have a great team and describes their working relationship as open and transparent. Team members are steadily assuming more responsibility, and he encourages it.
That attitude reflects a mature view of leadership. Instead of positioning himself as irreplaceable, Nelson works to make himself dispensable. Younger advisors benefit from his experience while gaining the freedom to build client relationships of their own.
Justin Nelson philosophy rests on a belief he states plainly emotional connection still matters enormously in wealth management. After close to 30 years, Nelson has built a career at JP Morgan that treats clients as people first, and he regards those relationships as the truest record of his work. Read this article for additional information.
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