Mason AdamsMason Adams, CFA®, CFP®Vice PresidentWealth Advisor
About Mason
Mason Strickland Adams is a Vice President and Wealth Advisor with The MTN Group 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 2018 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 the 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 CERTIFED FINANCNIAL PLANNER ™ professional.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Insights
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December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowFundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowHow to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowDonor-advised funds vs. private foundations: How to choose your giving strategy
December 12, 2024Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read NowNovember 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now3 key motivations for giving this season
December 12, 2024The 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