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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 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 serves on the Finance Committee and Board of Trustees for the Holocaust Museum of Houston, which uses the lessons of the Holocaust and other genocides to teach the dangers of hatred, prejudice and apathy. Additionally, Jason serves on 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
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now