
Matthew LewisMatthew LewisInvestment Associate
About Matthew
Matthew Lewis is an Investment Associate at J.P. Morgan Wealth Management.
Matt works closely with clients to develop tailored investment portfolios that reflect their diversification needs, time horizons, risk tolerance, and liquidity constraints. Working in concert with the members of his team, he offers a tax-sensitive approach grounded in a perceptive grasp of each client's circumstances. Matt also integrates investment design within a client's overall wealth framework, aligning planning, wealth transfer, charitable giving, and lending.
Within the team, Matt also contributes to trading and investment operations, reporting, client communications, and coordination with a client's external tax and legal advisors. He is gratified to make clients' financial lives simpler and easier, streamlining a path to their goals.
Matt has worked at J.P. Morgan Wealth Management since 2023. Previously, he served as a Real Estate Development Analyst with American Liberty Investments, his family's real estate investment business. Earlier in his career, Matt spent more than four years with the Private Banking and Investment Group at Merrill Lynch, where he was a Registered Private Wealth Analyst, focused on the needs of ultra-high-net-worth clients.
Matt earned his M.S. and his B.S.B.A. in Finance from the Marshall School of Business at the University of Southern California. He holds FINRA Series 7, 66 and 79 securities licenses and has successfully completed the Securities Industry Essentials®(SIE®) Exam.
Outside the office, Matt likes to practice jiu-jitsu, golf, ski, follow Trojan football, and watch professional basketball.
Insights

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All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
How do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read Now
Incentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now