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.
Wealth Planning
Building tax-efficient equity exposure
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Markets
Where will tariff rates settle? 3 scenarios explained
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Sustainability
Debunking the top five sustainable investing myths
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Family Legacy
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Investing
Building up: How we see infrastructure investment expanding
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Markets
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
Outlook
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
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Markets
Planning techniques in a volatile market
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Markets
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowWealth Planning
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April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowMarkets
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowSustainability
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowFamily Legacy
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowInvesting
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read NowMarkets
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowOutlook
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowMarkets
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowMarkets