Scott ThomlisonScott Thomlison, CFP®, CFA®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Scott
Scott Thomlison is a Vice President and 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
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August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read NowInsight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowHow AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowGold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read NowThe Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowEndowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now