Jason TaylorJason TaylorExecutive DirectorWealth Advisor
About Jason
Jason Taylor is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a founder of the Taylor Linstrom Stanley Group, he manages relationships for a range of clients, including family offices, foundations and wealthy individuals. Through a combination of J.P. Morgan's extensive research capabilities, investment management strategies, risk assessment models and transparent performance measurement, he and his team leverage their experience to help clients meet their specific needs.
Jason has more than two decades of financial services industry experience, beginning at Morgan Stanley, where he worked from 2001 to 2005 before moving to Lehman Brothers. He transitioned to Barclays Capital in 2008 following the acquisition of Lehman Brothers, then joined J.P. Morgan in 2010. He credits J.P. Morgan's high level of service and the ability to tailor client-specific credit and investment products as key components of his team's success with clients.
Jason graduated from the University of Oklahoma's Price College of Business with a B.B.A. double major in Finance and Management Information Systems and a minor in Economics. He has experience in real estate investing, from self-storage to short-term rentals.
One of Jason's core values is philanthropy, and he is a member of the board for Mankind, an organization that helps raise money to assist men/husbands/fathers who are experiencing a health crisis and are in need of funds to pay their bills. Part of Mankind's mission is to encourage men to get regular health screenings. He also sits on its beneficiary committee, interviewing potential candidates seeking help.
Jason enjoys mountain biking, golf, fishing, and the mountains. He completed the full-distance Ironman Canada in 2012 and Ironman Chattanooga in 2015.
Insights
How AI can boost productivity and jump start growth
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Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
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Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
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July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
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June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now