Sherod HansonSherod HansonVice PresidentWealth Advisor
LinkedInAbout Sherod
Sherod Hanson is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. With over 40 years of experience in the financial services industry, he delivers comprehensive investment strategies for corporate executives, retirees, endowments, and institutions.
Sherod draws on his knowledge, having experienced many market cycles, to create the tailored portfolios and asset allocation strategies to help clients pursue their financial objectives. He leverages J.P. Morgan's resources, research, and global investment platform to support his value-investing approach. Sherod considers the totality of each client's wealth management needs, offering access to sophisticated strategies for lines of credit, mortgages, lending and banking services.
Beginning in the profession as an advisor for Dean Witter, Sherod has devoted his entire career to addressing the personalized goals of his clients. He joined J.P. Morgan predecessor firm, Bear Stearns in 1980, working exclusively with high-net-worth individuals and families.
Sherod's experience has afforded him insights into the nuances of financial investing, tax consequences and wealth transfer strategies.
Sherod was born in Denver and grew up in Laramie, Wyoming. He moved to California to attend UCLA, graduating with a B.A. in Political Science and attended the Graduate School of Management. Sherod obtained his CPA license in 1987 but is not a practicing accountant. For several years Sherod has been a member of The Society of Trust and Estate Practitioners (STEP). He lives in Westwood with his wife, Jane. Their daughter recently graduated from the University of St. Andrews in Scotland
Active in the community, Sherod has served on the Investment Committee for Queens Care, a not for profit health care organization serving the underprivileged in Los Angeles County. In his free time, he enjoys skiing and sailing.
Insights
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
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
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
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember 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 NowWe 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 NowMarket 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 NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now