John Barnes stands out as a dedicated Managing Director and Wealth Partner at J.P. Morgan Wealth Management, bringing over three decades of profound experience to the world of wealth management. As a co-founder of The Barnes Chung Lally Group, John is recognized by his clients as a consistent and dependable figure, adept at understanding their aspirations and charting a clear path to achieve them. His extensive career provides him with a unique perspective and practical advice, rooted in a deep understanding of people and their financial priorities.
Driven by a strong work ethic, John is passionate about helping clients gain financial clarity and organization. He excels in delivering sophisticated strategies and tailored advice designed to support their long-term financial goals. John’s client-centric approach begins with actively listening to and understanding each client’s unique needs. He is known for asking insightful questions and developing customized financial plans that align perfectly with their specific objectives. His diverse clientele includes business leaders, athletes, entertainers, surgeons, and medical specialists, all of whom rely on John’s attentive approach and insightful analysis to navigate their financial journeys.
Working collaboratively with his team, John ensures clients have access to a comprehensive suite of services essential for managing significant wealth. These include customized portfolio management, leveraging the team’s exclusive investment program, comprehensive wealth planning, tax-efficient wealth transfer strategies, proactive pre-liquidity event planning, guidance on business sales and succession, as well as tailored banking and lending solutions through J.P. Morgan.
For John, client relationships are built on a foundation of deep trust and longevity. He emphasizes, “Our interactions are founded on trust. Clients can sense that I care deeply about them and the people they value.” This genuine care fosters strong, enduring partnerships, allowing him to provide consistent support and guidance throughout their financial lives.
John’s journey with J.P. Morgan Wealth Management began in 2023 when he transitioned with his team. Prior to this, he served as a Managing Director and Wealth Manager at First Republic Private Wealth Management for four years. His extensive tenure also includes over ten years as a Senior Vice President at UBS Financial Services. John commenced his career in wealth management at Merrill Lynch in 1994, following his Bachelor of Science in Finance from Arizona State University, laying a solid foundation for his successful career.
Beyond his professional achievements, John is actively involved in his community, serving as a board member for Alzheimer’s Los Angeles and mentoring college students on financial literacy. A proud Californian, John resides in Manhattan Beach with his wife, Agatha. They cherish family time, enjoy attending Laker games, and are enthusiastic college and professional football fans, leading to fulfilling weekends. Maintaining a balanced lifestyle, John is committed to staying active through running and various recreational sports, reflecting his holistic approach to life and work.
