
Jason HollandJason Holland, AIF®, CFP®Managing DirectorWealth Partner
Awards and Industry Recognition

Forbes
About Jason
Jason Holland is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
Jason provides a comprehensive family office-style approach to ultra-highnet-worth individuals, multi-generational families, corporate executives, entrepreneurs, foundations and trusts to address the often complex and sophisticated needs of those clients. He delivers asset allocation strategies that seek to balance their overall risk exposure.
With over two decades of experience, Jason also brings guidance in the areas of diversification of concentrated wealth, tax minimization, estate planning and other long-term wealth management strategies. To do so, he leverages J.P. Morgan's industry-leading capabilities, including alternative assets, intellectual capital, trust and estate capabilities, insurance, mortgages, lending and credit.
Before joining J.P. Morgan in 2018, Jason spent 13 years at Wells Fargo Private Bank. There, he was instrumental in helping launch the Private Bank in 2007. He began his career in the ultra-high-net-worth division of Paine Webber/UBS.
Jason lives in Dallas with his wife, Lori, and their two sons. In his free time, he enjoys spending time with his family.
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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

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May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
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May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
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