Eric VaughnEric VaughnVice PresidentWealth Advisor
About Eric
Eric Vaughn is a Vice President, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
Eric is a senior partner on the team, advising high-net-worth individuals, families and institutions on investment strategy, portfolio construction and ongoing wealth management. Drawing on extensive experience across asset classes and market environments, he helps clients align investment decisions with their financial objectives, risk considerations and evolving circumstances. His approach combines rigorous research with practical implementation, helping clients evaluate opportunities and position portfolios with a long-term perspective.
Bringing a hands-on, straightforward approach, Eric takes time to understand each client's priorities, liquidity needs, tax considerations and broader financial picture before offering guidance. He works closely with clients to evaluate tradeoffs, navigate complex decisions and maintain a disciplined mindset during changing market conditions. He is actively involved in portfolio implementation and ongoing management, helping clients translate strategy into action through careful planning, execution and risk awareness. Eric 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.
Leveraging the breadth of J.P. Morgan's resources, Eric collaborates with specialists across investments, banking, lending and wealth planning to help clients address a broad range of financial considerations. When appropriate, he works alongside clients' attorneys, accountants and other trusted advisors to coordinate investment decisions with trust and estate planning, philanthropic strategies, liquidity management and other aspects of their overall financial picture.
Eric began his career with the House Committee on Government Reform, where he contributed to research and policy initiatives under then-Congressman Tom Davis of Virginia. He later expanded his research skills, working as a paralegal at Cravath, Swaine & Moore LLP before joining Barclays in 2008 following its acquisition of Lehman Brothers. Eric transitioned with his team to J.P. Morgan in 2015.
Eric earned dual B.A. degrees in Political Science and History, with honors, from Trinity College. He resides in Locust Valley, New York, with his wife and two children. Away from the office, he serves on the Board of Trustees of the North Shore Land Alliance, a nonprofit organization dedicated to protecting and preserving the natural landscapes and historic sites of Long Island's North Shore.
Insights
Step-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read Now
Liquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read Now
Family social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read Now
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.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 Now
Planning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read Now
Aligning 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 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
Kevin 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 NowStep-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowLiquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read NowFamily social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read NowSocial engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.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 NowPlanning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.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 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 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 Now