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
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October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now