Mason AdamsMason Adams, CFA®, CFP®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Mason
Mason Adams is a Vice President, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
Mason works alongside the MTN investments team providing critical support in strategy development, portfolio construction, implementation, risk management, and trading. Prior to rejoining J.P. Morgan in 2024, Mason worked in the Debt Advisory and Restructuring group at Oppenheimer & Co. that offered strategies to leveraged corporate issuers, financial sponsors, and institutional investors. Mason began her career as an Investment Associate in 2019 with J.P. Morgan, where she has been instrumental in developing critical aspects of The MTN Group’s risk management and investment process framework.
Mason holds a B.B.A. in Finance and a Master of Science in Finance from Mays Business School at Texas A&M University and is a graduate of the Hockaday School in Dallas, Texas. She is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER® professional. She is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
Insights
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