Matthew J. GrahamMatthew J. Graham, AIF®
Vice President
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 a Vice President 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

Family Legacy

When it comes to luxury travel, experience is king

June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Markets

Middle East tensions challenge renewed investor confidence

June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
Retirement

What is a backdoor Roth IRA?

June 13, 2025A 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
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.