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.

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now