Joseph ThomasonJoseph ThomasonVice PresidentInvestment Associate
About Joseph
Joseph Thomason is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
As a member of The McNamee White Group, Joe focuses on managing client relationships and investing client portfolios, including asset allocation, trading, investment research, and portfolio analysis. He also has specific experience with option trading strategies, concentrated stock management, and Rule 10b5-1 plans for publicly traded companies.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Joe was a Vice President and Investment Specialist at First Republic Investment Management, which he joined in 2020. Previously, he served as a Senior Private Wealth Relationship Manager at Merrill Lynch Private Wealth Management. Joe has worked in investing and wealth management since 2010.
A graduate of Boston College, Joe earned his B.S. in Finance. He holds the Chartered Financial Analyst® (CFA®) designation.
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