
Jed MortonJed MortonVice PresidentWealth Advisor
About Jed
Jed Morton is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
As a member of The Gilman Private Wealth Management Group, 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 Five, Asset Allocation Management as part of the Wealth Foundation Academy, 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 at Swim Across America and Grassroots Grocery Events.
Insights

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May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
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April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
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You’ve decided to share your wealth with family. Now what?
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