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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

Diesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio

September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read Now
Wealth Planning

Step-up in cost basis: What this tax rule means for inherited assets when someone dies

September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read Now
Wealth Planning

Liquidity is a step Great Wealth Transfer plans can miss

September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read Now
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