Jason SeegerJason SeegerSenior Client Associate
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. As a CERTIFIED FINANCIAL PLANNER® professional, his responsibilities include building comprehensive wealth plans, quarterbacking client reviews with tax and legal professionals, and improving overall 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 five years of experience in financial services, he began his career in 2021 as a Relationship Manager at Fidelity Investments. There, he discovered the impact that thoughtful planning can have on a client's financial life. Jason joined J.P. Morgan in 2025 and is passionate about building lifelong relationships with his clients.
Jason grew up in Belmont and now lives with his fiancée 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
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September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowToto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowUS-Canada trade escalation: Why autos and oil matter more than today’s tariffs
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August 31, 2026The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read NowYear-end planning for business owners
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