Sherod HansonSherod HansonVice PresidentWealth Advisor
LinkedInAbout Sherod
Sherod Hanson is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
With over 40 years of experience in the financial services industry, he delivers comprehensive investment strategies for corporate executives, retirees, endowments, and institutions.
Sherod draws on his knowledge, having experienced many market cycles, to create the tailored portfolios and asset allocation strategies to help clients pursue their financial objectives. He leverages J.P. Morgan's resources, research, and global investment platform to support his value-investing approach. Sherod considers the totality of each client's wealth management needs, offering access to sophisticated strategies for lines of credit, mortgages, lending and banking services.
Beginning in the profession as an advisor for Dean Witter, Sherod has devoted his entire career to addressing the personalized goals of his clients. He joined J.P. Morgan predecessor firm, Bear Stearns in 1980, working exclusively with high-net-worth individuals and families.
Sherod's experience has afforded him insights into the nuances of financial investing, tax consequences and wealth transfer strategies.
Sherod was born in Denver and grew up in Laramie, Wyoming. He moved to California to attend UCLA, graduating with a B.A. in Political Science and attended the Graduate School of Management. Sherod obtained his CPA license in 1987 but is not a practicing accountant. For several years Sherod has been a member of The Society of Trust and Estate Practitioners (STEP). He lives in Westwood with his wife, Jane. Their daughter recently graduated from the University of St. Andrews in Scotland
Active in the community, Sherod has served on the Investment Committee for Queens Care, a not for profit health care organization serving the underprivileged in Los Angeles County. In his free time, he enjoys skiing and sailing.
Insights
How did the markets respond to the U.S. Presidential debate?
September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read Now
Business succession planning: Valuing your business
September 12, 2024Understand 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 Now
August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read Now
Retirement and estate planning for unmarried couples
September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
Protecting estate plans from hostile family members may be advisable
September 11, 2024LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
The duties of a trustee
September 11, 2024There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
August 2024 Jobs Report: 142,000 jobs added, an acceleration from July
September 9, 2024U.S. job growth accelerated in August, solidifying the case for a September interest rate cut from the Federal Reserve.Read Now
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now
Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read NowHow did the markets respond to the U.S. Presidential debate?
September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read NowBusiness succession planning: Valuing your business
September 12, 2024Understand 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 NowAugust 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read NowRetirement and estate planning for unmarried couples
September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowProtecting estate plans from hostile family members may be advisable
September 11, 2024LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read NowThe duties of a trustee
September 11, 2024There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowAugust 2024 Jobs Report: 142,000 jobs added, an acceleration from July
September 9, 2024U.S. job growth accelerated in August, solidifying the case for a September interest rate cut from the Federal Reserve.Read NowA tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read NowMind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now