Scott ThomlisonScott Thomlison, CFP®Wealth Advisor
Awards and Industry Recognition
Forbes
About Scott
Scott Thomlison is a Wealth Advisor at J.P. Morgan Wealth Management.
As a co-leader of The SWYT Team, Scott advises wealth creators, many of whom are business owners and entrepreneurs who are either preparing their business for sale or have already achieved that milestone. He offers reliable leadership, precise coordination and a perceptive understanding of the opportunities and challenges of substantial wealth. An attentive listener, Scott serves as a primary point of contact for all investment management, private banking and wealth transfer needs, supporting clients in their efforts to pursue their ambitions and enhance the long-term trajectories of successive generations.
Clients look to Scott for his ability to help them weigh their decisions and evaluate their hierarchy of objectives. He has particular depth in financial planning and serves as the primary planner for the team, integrating pre-transaction structuring, cash flow modeling, investing, trust and estate planning, and family wealth dynamics. Scott believes clients gain peace of mind from his ability to oversee complex initiatives on their behalf, collaborating effectively with their tax and legal intermediaries to maintain steady momentum.
Scott joined J.P. Morgan Wealth Management in 2023, moving with his team from First Republic Investment Management, where he was an Associate Director and Associate Wealth Manager. Earlier, he was a member of First Republic's Advanced Planning Team, responsible for creating and delivering comprehensive financial planning for the firm's high- and ultra-high-net-worth clientele. He began his wealth management career in 2014.
A graduate of Loyola Marymount University, Scott earned his B.S. in Business with a concentration in Finance. He also holds a certificate in Personal Financial Planning from UCLA. Additionally, Scott is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and holds the Chartered Financial Analyst® (CFA®) designation—two of the most esteemed credentials in the wealth-management industry. Within his professional community, he is a member of the Los Angeles Society of Financial Analysts.
Originally from St. Louis, Scott is a Cardinals fan. He and his wife, Lindsey, enjoy traveling. In his free time, he also likes to play golf.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
Providing for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read NowData returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowUS added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowShifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowProviding for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowShock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowPlanning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowDecember 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read NowDonor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read Now