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

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
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