About Theodore

Theodore (Ted) Fisher is an Executive Director and 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

Markets and Economy

After the rate cut: Investing beyond U.S. markets

September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read Now
Markets and Economy

September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift

September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read Now
Family Legacy

Are you maximizing your charitable giving?

September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read Now
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