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, 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
Insight 6: Active cross-generational stakeholder alliance
August 11, 2025As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowInsight 6: Active cross-generational stakeholder alliance
August 11, 2025As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowAre we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now