Stephen Petrillo

Stephen Petrillo is a Senior Vice President and Advanced Planner with J.P. Morgan Wealth Management. Mr. Petrillo joined J.P. Morgan Wealth Management, First Republic now part of JPMorgan Chase, in 2023. Prior to joining First Republic in 2016, Mr. Petrillo spent ten years as an associate wealth strategies advisor and planner at U.S Trust where he developed comprehensive financial plans for high net worth clients. Mr. Petrillo’s previous experience also includes roles with Morgan Stanley, Salomon Smith Barney, Charles Schwab, and Franklin Templeton.

Mr. Petrillo is a CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Financial Consultant®, a Certified Public Accountant, a Personal Financial Specialist®, a Chartered Global Management Accountant®, a Chartered Life Underwriter® and a Chartered Retirement Planning Counselor®.

Mr. Petrillo earned a dual Bachelor’s in Economics and Business as well as a Master’s in Taxation from California State University – East Bay.