Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2024

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.

Outlook

How the upcoming U.S. presidential election could impact your portfolio

June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read Now
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