Jonathan Pueschel, CFP®

Jonathan Pueschel is an Executive Director and Team Lead with J.P. Morgan Private Bank, focused on New Jersey and the New York Metro area. Jon manages a group of bankers and specialists who work in concert to deliver comprehensive strategies that address the complexities of wealth.

Jon advises some of the Tri-State region’s most prominent executives, entrepreneurs and foundations on asset allocation, portfolio construction, capital and liquidity strategies, and generational transfer. Blending intellectual curiosity with a breadth of knowledge and experience, he serves as a champion to help families achieve their financial goals. Jon takes a partnership approach to empower his team and brainstorm innovative ideas and opportunities. He draws on his strong leadership skills to play an essential role in expanding J.P. Morgan’s presence in the marketplace.

With more than a decade of experience at the Private Bank, Jon has built a reputation for his hard work, integrity and trustworthiness. Previously, he was the Head of the firm’s New Jersey Private Bank Real Estate Practice, and has extensive experience advising commercial real estate owners, developers and managers.

Jon earned a B.S. in Accounting and Finance from The George Washington University. He is a CERTIFIED FINANCIAL PLANNER™ professional, and couples sound judgment with a big picture perspective to design customized pathways toward individualized goals. Jon holds FINRA Series 7, 9, 10 and 63 licenses, and has taken accelerated coursework to augment his expertise. He formally served as a member of the board of directors of the Greater Newark Conservancy, which works to improve the quality of life in New Jersey’s urban communities through education, beautification of the neighborhood and job training.

Jon lives with his wife, three daughters and dog in Montclair, New Jersey.