Jason HollandJason HollandManaging 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.
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May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read NowApril 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan
May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now56% of the Asian American Pacific Islander community feels confident in their retirement goals, a JPMorgan Chase survey reveals
May 16, 2024The survey gathered data from people aged 18–65 who currently have a retirement account in an effort to better understand how Asian and Pacific Islanders feel about their retirement plans and what barriers they may be facing.Read NowEye on the Market: Animal farm
May 15, 2024The latest Eye on the Market reviews agriculture from an investor’s perspective, including agricultural price inflation, equity investments in agriculture and farmland ownership.Read NowIntroduction to succession planning for business owners
May 15, 2024A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowYou’ve decided to share your wealth with family. Now what?
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