Jed MortonJed MortonVice PresidentWealth Advisor
About Jed
Jed Morton is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
As a member of The Gilman Private Wealth, Jed works in the Investment Management and Relationship Development units. He leverages his significant advisory capabilities to direct the investment and wealth planning needs of high-net worth individuals and corporations. He is central to the development of the Group's asset allocation, fixed income and index strategies, and is highly involved in wealth transition planning. With his experience and understudy, Jed leads Pillar Six: Asset Allocation Modeling, advising and adding value to our clients' goals and lives.
Jed draws on his deep industry experience to help clients address complex estate planning strategies, matters of familial structure and the intricacies of intergenerational wealth. He is charged with guiding the team's sophisticated clients through the complex requirements of family governance. Jed serves as a member of the group's Investment Committee, which is responsible for individual security selection and risk management. Additionally, he conducts portfolio reviews with clients and assists with lifestyle and income requirements.
A graduate of Providence College in Rhode Island, Jed holds a B.S. in Business Administration. Additionally, he earned an M.B.A. with a concentration in Finance from the same institution. Soon after graduation, he moved to New York City and joined the group.
Jed derives great enjoyment from the close relationships he builds with clients and is honored to be part of their success. He resides in Larchmont, New York, with his wife, Keelan, and their children. Together, they have two sons, Sean and Ryan, and a daughter, Charlotte. Avid and lifelong boaters, Jed and his family are active members of the Larchmont Yacht Club. In his spare time, Jed enjoys volunteering for Swim Across America and Grassroots Grocery Events.
Insights
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
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April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
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April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After 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 NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
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