People

Greg Onken

Greg Onken

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Greg
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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.

Professional Experience


Academic 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