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
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read Now
How an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read Now
One economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now
3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read Now
The cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read Now
Investing in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read Now
Fed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read Now
Step-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read Now
Diesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read NowData centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowHow an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read NowOne economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read NowThe cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read NowInvesting in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read NowFed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read NowStep-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowDiesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read Now