Top Wealth + Best-in-State · rank 5 · San Francisco, California · listed firm: J.P. Morgan Wealth Management
Identity & firm
- Firm — J.P. Morgan Wealth Management (high)
- “Greg Onken is a Managing Director, Wealth Partner, and Portfolio Manager with J.P. Morgan Wealth Management and is the founder of the OCB Group, a team of highly skilled investment and planning professionals who serve an” — firm_official
- Parent company — JPMorgan Chase & Co. (high)
- “Gregory S Onken - Broker at J.P. MORGAN SECURITIES LLC” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Gregory S Onken - Investment Adviser at J.P. MORGAN SECURITIES LLC” — sec_finra_regulatory
- Team name — The OCB Group (high)
- “The OCB Group | J.P. Morgan Wealth Advisors in San Francisco, CA” — firm_official
- Team size — 12 (medium)
- “The OCB Group is a team of highly skilled investment and planning professionals who serve an exclusive group of entrepreneurs, venture capitalists, wealthy families, and foundations.” — firm_official
- CRD — 1321769 (high)
- “Gregory S Onken - Investment Adviser at J.P. MORGAN SECURITIES LLC” — sec_finra_regulatory
- Years experience — 43 (medium)
- “The insights Greg has amassed over his 40+ years in the industry guide him as he provides clients with bespoke strategies.” — firm_official
- Designations — AIF (high)
- “Greg Onken, AIF®” — firm_official
Book of business
- Team AUM ($M) — 8200 (high)
- “Team Assets (Custodied): $8.2B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5M” — forbes_shook
- Typical client net worth ($M) — 10 (high)
- “Typical Net Worth of Relationships: $10-250M” — forbes_shook
- Client niche — entrepreneurs, venture capitalists, wealthy families and foundations (high)
- “The OCB Group is a team of highly skilled investment and planning professionals who serve an exclusive group of entrepreneurs, venture capitalists, wealthy families, and foundations.” — firm_official
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://wealthpartners.jpmorgan.com/san-francisco-(mission-street)/the-ocb-group/greg-onken (high)
- “Greg Onken - J.P. Morgan Wealth Management | Wealth Partner in San Francisco, CA” — firm_official
- Value proposition (verbatim) — Our business is rooted in our mission to exceed our clients' expectations, a charge that comes not only from our years of personal experience, but also from being part of a world-class team. (high)
- “Our business is rooted in our mission to exceed our clients' expectations, a charge that comes not only from our years of personal experience, but also from being part of a world-class team.” — firm_official
- Differentiators — boutique high-touch service backed by a global institution, more than 100 years of combined team experience, bespoke strategies integrating assets, income, lending and tax, proven through 30+ years of challenging market environments, founder-led team serving entrepreneurs and venture capitalists (high)
- “the high-touch, client-centric benefits of a boutique firm with the resources of one of the world's largest and most respected financial institutions” — firm_official
- “As a seasoned investment professional, I pride myself on my ability to provide guidance and wisdom to help clients as they make decisions during various market cycles.” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — no (medium)
- “Greg Onken is a Managing Director, Wealth Partner, and Portfolio Manager with J.P. Morgan Wealth Management and is the founder of the OCB Group” — firm_official
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/greg-onken-6b623616/ (medium)
- “Greg Onken - Managing Director - J.P. Morgan | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Greg Onken - Managing Director - J.P. Morgan | LinkedIn” — social_or_third_party_db
- Press awards — Barron's Top 250 Private Wealth Management Teams, Forbes profile feature: Top Advisor Spotlight (2021) (medium)
- “A JP Morgan Advisor On How To Thrive In Unprecedented Times” — professional_press
- “J.P. Morgan named among Barron's top advisors and teams for 2026” — firm_official
Visual brand
- Has distinct logo — no (high)
- “The OCB Group | J.P. Morgan Wealth Advisors in San Francisco, CA” — firm_official
- Logo url — https://dynl.mktgcdn.com/p/gIMxvicjQAIXGMBXexMP0hg02XFWoch2vpPEto-O0oQ/366x41.png (high)
- “//dynl.mktgcdn.com/p/gIMxvicjQAIXGMBXexMP0hg02XFWoch2vpPEto-O0oQ/366x41.png” — firm_official
- Visual brand notes — Standard J.P. Morgan Wealth Management corporate template: brown/bronze wordmark on white, serif-and-sans institutional pairing, formal square headshot, no team-specific palette or imagery. (medium)
- “//dynl.mktgcdn.com/p/Q13cT-jdw0um3Xxjj91LflPRxEWcfRTKZ2UC2YMGEUg/450x450.jpg” — firm_official
