Greg Onken
Greg Onken is a Managing Director, Financial Advisor, Portfolio Manager, and Founder of The OS Group, a wealth management team of J.P. Morgan Securities. With over 30 years of experience in the industry, Greg's insights help clients through customized strategies integrating asset purchases, income streams, and lending and tax considerations during various market cycles. He began his financial career as an Associate in the Institutional Fixed Income Department of Bear Stearns. Prior to joining J.P. Morgan, he was a former advisor at Wertheim Schroeder and Partner at SG Cowen. Greg is highly involved in various charities, educational organizations and public policy initiatives.
Greg Onken Professional Experience / Academic History
Professional Experience
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Managing Director, Financial Advisor, Portfolio Manager
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Associate
Academic History
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Bachelor of Arts, History
Certifications and Recognitions
- Forbes America's Top 250 Wealth Advisors, 20172020
- Forbes Best-in-State Wealth Advisors, 20182020
- Financial Times Top 400 Financial Advisors, 20172020
- Barron's Top 100 Financial Advisors - California, 20162020
- Barron's Top 1,200 Financial Advisors, 20162020
- Series 7 and Series 66 FINRA licenses
Community Involvement
- National Association of Board Certified Advisory Practices (NABCAP), Premier Advisor in Silicon Valley, San Francisco, California
- National Association of Board Certified Advisory Practices (NABCAP), Top Wealth Manager, Silicon Valley, San Jose