About Jason

Jason Seeger is a Senior Client Associate at J.P. Morgan Wealth Management.

As a member of The Hill Group, Jason specializes in family engagement and relationship management for a select group of executives, entrepreneurs and high-net-worth families. His responsibilities include uncovering new opportunities, building wealth plans and improving practice management. He leverages the breadth of J.P. Morgan's platform to customize strategies for specific client needs.

Jason graduated from Bates College with a B.A. in Economics. With four years of experience in financial services, he began his career in 2021 as a Relationship Manager at Fidelity Investments. There, he discovered that anything can be achieved with proper planning. Jason joined J.P. Morgan in 2025 and is passionate about building lifelong relationships with his clients.

Jason grew up in Belmont and lives with his girlfriend in the North End. In the Fall and Spring, he plays competitive soccer for the Boston Rovers and enjoys skiing and golfing in the off-seasons. Outside work, he also loves traveling and spending time with friends and family.

Insights

Family Legacy

Family wealth services: Building in a more holistic approach to wealth management

May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
Family Legacy

The value of family engagement and governance in wealth planning

May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
Family Legacy

How to successfully gift to heirs

May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
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