Theodore FisherTheodore FisherExecutive DirectorWealth Partner
About Theodore
Theodore (Ted) Fisher is a Wealth Partner with J.P. Morgan Wealth Management. Ted brings over a decade of experience in financial services to provide tailored investment strategies for corporate, institutional and high-net-worth individuals. Having experienced multiple market cycles, Ted has a keen understanding of the complex and personalized financial needs of each client.
Ted is particularly adept at developing sophisticated financial strategies for corporate executive services, including Defined Benefit Plans, Cash Balance Plans and Corporate Equity Solutions. His command of asset management strategies, plan design and administration, and compliance policies helps his clients to navigate today's complex regulatory environment. He takes a disciplined and measured approach to help pursue long-term success, and places emphasis on building excellent client relationships through ongoing communications.
A graduate of UCLA, Ted began his financial career in 2004 with PaineWebber, where he honed his background in fixed income, equities and balance sheet lending. He joined J.P. Morgan in 2016 to provide his clients with access to the firm's world-class products and services, and its broad suite of transactional, asset management and investment advisory strategies. Ted leverages these global financial resources to assist his clients with strategic investments, trusts and estates, private banking, philanthropy and credit.
Originally a native of the Bay Area, Ted now resides in Southern California with his wife, Sarah, and two children, Lucas and Catherine. In his downtime, he enjoys playing golf, tennis and outdoor activities. Ted is active in his community and enjoys coaching his young children's athletic teams.
Insights
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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
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June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
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