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Matthew J. GrahamMatthew J. Graham, AIF®
Executive Director
Wealth Partner

"As the number of financial advisors in the United States continues to decline, our team is expanding and developing new capabilities to better meet the needs of multi-generational clients."

About Matthew

Matthew Graham is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.

Matthew advises company founders, owners and senior executives on a broad range of corporate and personal matters including business strategy, capital planning and liquidity and asset management. He delivers end-to-end services and capabilities of the bank to meet unique needs of families and businesses with high level of personal care.

Matt joined J.P. Morgan Chase & Co. in 2016 through the company's Executive Development Program. Prior to J.P. Morgan, he was an officer in the U.S. Navy serving in a variety of roles within Search and Rescue, Surface Operations, and Special Warfare with multiple deployments and awards. Matt earned a B.S. in Engineering and History from the U.S. Naval Academy and a MBA from Southern Methodist University. While stationed in Southern California, he also studied Systems Analysis at the Naval Postgraduate School and worked as a licensed real estate investment advisor. Matt is an Accredited Investment Fiduciary AIF®.

In his free time Matt serves as a regional admissions officer for the Naval Academy, on the Naval Academy North Texas Alumni Board and is a board member for Folds of Honor.

AIF: Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

Insights

Markets and Economy

What happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision

June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now
Markets and Economy

$1.5 trillion goods trade is on the line in USMCA's first test

June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now
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Retirement

What is a backdoor Roth IRA?

June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
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