- Wealth Management Experience Since 1999Tom Beaty is a Senior Managing Director and Wealth Advisor with J.P. Morgan Wealth Management. Mr. Beaty joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Beaty was a Wealth Advisor at First Republic. Before joining First Republic, Mr. Beaty was a Private Client Advisor with U.S Trust, where he advised clients in the areas of asset allocation, investment management, estate and wealth transfer planning, and alternative investments. Previously, he was an Investment Consultant and Office Director for City National Bank’s wealth management group in San Francisco and a Director of Business Development at Scudder Private Investment Counsel.
- Community InvolvementMr. Beaty has served in various leadership positions for several area nonprofits. He is an advisory board member and former board chair of the Greater Bay Area Make a Wish Foundation and is a student mentor at Unity Charter High School in Oakland, CA with the iMentor program.
- Professional DesignationMr. Beaty is a CERTIFIED FINANCIAL PLANNER™ professional.
- EducationMr. Beaty received a bachelor’s degree in Business Administration from the University of Iowa.
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