Jason GordonJason GordonManaging DirectorWealth Partner
About Jason
Jason Gordon is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As a founding member of the Houston JPM Office and the Holstead Gordon Group, Jason serves the sophisticated advisory needs of corporate executives, high-net-worth individuals and their families and foundations, delivering comprehensive investment strategies that provide value across the entirety of their assets.
Quality service is a critical component of Jason's philosophy and he strives to go above and beyond, delivering a transparent and trustworthy experience. He takes an analytical approach and leverages the professional resources of J.P. Morgan to deliver investment portfolios that help grow and preserve assets and pass wealth to the next generation. Jason's background allows him to work seamlessly alongside other professional advisors to integrate legal, estate and tax planning considerations.
Jason has held a lifelong interest in financial services, born of his family's deep history in the industry—both his father and grandfather spent many years on the board of the Texas Commerce Bank. Jason's particular experience was honed at KPMG in the structured finance arena, at Arthur Anderson where he worked on Corporate Energy Restructuring and as a Financial Advisor at UBS Financial Services and Merrill Lynch. He joined J.P. Morgan in 2018 together with his other team members, drawn to the firm's stellar reputation as a global leader in asset management.
A graduate of the Second Baptist High School, Jason earned a B.A. degree in history from Washington & Lee University. He holds an M.S. degree in Accountancy from the George Washington University.
Playing an active and influential role in his community, Jason serves on the Finance Committee and Board of Advisors for the Holocaust Museum of Houston. The value statement of the organization is to build a more humane society by promoting responsible individual behavior, cultivating civility and pursuing social justice. He and his wife, Jennifer, live in Houston with their two children.
Insights
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now