Jed MortonJed MortonVice PresidentWealth Advisor
About Jed
Jed Morton is a Vice President, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
As a member of 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 works closely with the team’s sophisticated clients to help navigate 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. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
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
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
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A historical look at the giving season
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September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
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Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowA historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowBusiness succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowUsing donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowToto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowNew York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now