"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.
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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.
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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
Markets and Economy
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read Now
Investing
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Retirement
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
Retirement
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now
Family Legacy
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read Now
Investing
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
Markets and Economy
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read Now
Markets and Economy
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now
Family Legacy
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowMarkets and Economy
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowInvesting
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowRetirement
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowRetirement
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read NowFamily Legacy
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowInvesting
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowMarkets and Economy
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowMarkets and Economy
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowFamily Legacy
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
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