"He leverages J.P. Morgan’s resources, research, and global investment platform to support his value-investing approach."
Sherod Hanson

Sherod Hanson

"He leverages J.P. Morgan’s resources, research, and global investment platform to support his value-investing approach."
About Sherod Hanson

Offering seasoned advisory guidance.

With over 40 years of experience in the financial services industry managing wealth for high-net-worth individuals and institutional clients, Sherod has developed a conservative process of investing that focuses on identifying stocks whose intrinsic value is higher than their market price.


Sherod's knowledge is forged by many market cycles. This seasoned experience gives him the ability to address sophisticated investment needs and create tailored portfolios and asset allocation strategies to help clients meet their financial objectives.
Leveraging J.P. Morgan's world-class array of resources and thought leadership, Sherod seeks to determine an appropriate investment mix corresponding to individual risk tolerance and return parameters. He considers the totality of each client's financial picture to offer them truly comprehensive wealth management services.

Meet Our Team

Insights

Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
Family Legacy

How to pass down the family vacation home

June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Markets

Is deal activity on the rise? 3 signs we see now

June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
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