Mason AdamsMason Adams, CFA®, CFP®Vice PresidentWealth Advisor
About Mason
Mason Adams is a Vice President and Wealth Advisor 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 solutions 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 May's School of Business 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.
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.
Insights
Investing
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Retirement
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Investing
Preserving your wealth
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Retirement
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now
Family Legacy
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read Now
Markets and Economy
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Markets and Economy
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
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Family Legacy
Redefining family wealth as well-being
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Family Legacy
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October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowInvesting
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowRetirement
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowInvesting
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowRetirement
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read NowFamily Legacy
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowMarkets and Economy
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowMarkets and Economy
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowFamily Legacy
Redefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowFamily Legacy
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
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