Eric VaughnEric VaughnVice PresidentWealth Advisor
About Eric
Eric Vaughn is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Eric's primary focus is on investment research and idea generation. With strong capabilities in these areas, he oversees portfolio management for high-net-worth individuals and institutions and crafts investment strategies relating to asset allocation and manager selection.
Eric has a detail orientation and plays a leading role in the execution of client transactions, especially for derivatives, fixed-income and structured transactions. As the liaison between all members of the team, Eric works alongside the senior partners to provide primary sales and trading coverage for institutions. In addition, he helps to identify and cultivate new business opportunities, and shares these insights with the group.
Eric began his career working for the House Committee of Government Reform (2005) under then Virginia Congressman Tom Davis, where he assisted with the Committee's research & policy efforts. Eric then expanded his research skills, serving as a paralegal for a top law firm in New York City, Cravath, Swaine & Moore, LLP. He joined Barclays with the acquisition of Lehman Brothers in September of 2008 and segued with his team to J.P. Morgan in 2015.
Eric earned a dual B.A. degree, with honors, in both Political Science and History from Trinity College in 2006. He resides in Locust Valley, New York with his wife and two children. Away from the office, Eric serves on the Board of Trustees for the North Shore Land Alliance, a not-for-profit land trust formed to protect and preserve the natural areas and historic sites of Long Island's North Shore.
Insights
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March 11, 2025Low interest rates may provide an opportunity to transfer wealth with little or no gift tax cost.Read NowUS unemployment ticks slightly higher, economy adds 151K jobs in February
March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read NowTariff delays: Uncovering the most impacted sectors
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March 4, 2025In the 15th annual Eye on the Market Energy Paper, Michael Cembalest dives into the speed of the renewable energy transition, tariffs and more.Read NowHow to prepare for Tax Day as a small business owner
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February 24, 2025Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowAct now to lower your tax bill
February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read NowManaging your stock awards to grow your wealth
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