
Matthew J. GrahamMatthew J. Graham, AIF®Executive DirectorWealth Partner
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

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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
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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
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
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
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
Family social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read Now
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
Planning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read Now
