Jason GordonJason GordonManaging DirectorWealth Partner
About Jason
Jason Gordon is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a founding member of J.P. Morgan's Houston office, Jason serves the sophisticated advisory needs of high-net-worth families and their foundations, offering comprehensive investment strategies that provide value across the entirety of their balance sheet.
Exceptional service is a critical component of his philosophy, and he strives to go above and beyond, delivering a transparent and trustworthy experience. Jason takes a holistic approach and leverages the vast resources of J.P. Morgan to customize portfolios that help clients pursue their important goals. His 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 as a financial consultant at KPMG and Arthur Anderson and later, as a Financial Advisor at UBS Financial Services and Merrill Lynch. He joined J.P. Morgan in 2018, drawn to the firm's stellar reputation as a global leader in financial services and its fortress balance sheet.
Jason is a graduate of Washington and Lee University, where he earned a B.A. in American History. He holds an M.S. in Accountancy from The George Washington University.
As a fourth generation Houstonian, Jason plays an active and influential role in his community. He currently serves on the Board of Trustees of the Houston Jewish Community Foundation. Additionally, he recently served on the Board of Trustees of the Holocaust Museum of Houston, which uses the lessons of the Holocaust and other genocides to teach the dangers of hatred, prejudice and apathy as well as the Board of Directors for re:Mind, an organization whose mission is to provide free and confidential support groups for individuals living with—and family and friends impacted by—depression and bipolar disorders.
Jason and his wife, Jennifer, live in Houston with their two children, William and Maribelle. When not supporting clients, he enjoys tennis, fishing and spending time with his family.
Insights
Should you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now
Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 31, 2026The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read Now
How to unlock cash from the Great Wealth Transfer without selling assets
August 31, 2026Great Wealth Transfer heirs may face urgent cash needs that lead them to sell assets prematurely. But a strategic borrowing approach can help preserve your inheritance.Read Now
Financial advisor checklist: Questions to consider before talking to your advisor
August 31, 2026Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read Now
Year-end planning for business owners
August 31, 2026Proactive year-end planning may help business owners reduce their tax bill, identify potential deductions and set their businesses up for a profitable new year.Read Now
Mind your business: How to keep your company cybersecure
August 31, 2026Cybercrime is rising. Learn practical steps to strengthen your business cybersecurity plan, protect accounts and data, and reduce the risks of phishing and ransomware.Read Now
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
The duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read NowShould you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read NowWomen in philanthropy: A transformative force in light of the Great Wealth Transfer
August 31, 2026The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read NowHow to unlock cash from the Great Wealth Transfer without selling assets
August 31, 2026Great Wealth Transfer heirs may face urgent cash needs that lead them to sell assets prematurely. But a strategic borrowing approach can help preserve your inheritance.Read NowFinancial advisor checklist: Questions to consider before talking to your advisor
August 31, 2026Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read NowYear-end planning for business owners
August 31, 2026Proactive year-end planning may help business owners reduce their tax bill, identify potential deductions and set their businesses up for a profitable new year.Read NowMind your business: How to keep your company cybersecure
August 31, 2026Cybercrime is rising. Learn practical steps to strengthen your business cybersecurity plan, protect accounts and data, and reduce the risks of phishing and ransomware.Read NowU.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read NowThe duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowMoney and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now