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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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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now![](http://dynl.mktgcdn.com/p/12a9a5ih5Zpz4Qp5S7msAgF0WDPIKdy4rRu_5pNjSH0/766x430.jpg)
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now![](http://dynl.mktgcdn.com/p/rJ9--hrIJoYswh-hehVN5AUeaW3BXyJ3RRpeE444ctI/1900x1069.jpg)
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now![](http://dynl.mktgcdn.com/p/pfslSTOXcsR8a1eF94pprLIdbjoRY8NlM97FE03Bt10/1440x810.jpg)
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now![](http://dynl.mktgcdn.com/p/GgqcRUXY6evA5eSCFBl4eyFL46zkpjuBV31BpT_-7ec/1440x810.jpg)
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now![](http://dynl.mktgcdn.com/p/U0FTqkzh2OESrKkWtI-3rCDq3CKWeHwc0O2lWBBFnEY/624x350.jpg)
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now![](http://dynl.mktgcdn.com/p/4WoYwTmyu_7IpjmCoMFDupxWb6EG-YQtpBU26GZJp2w/1440x810.jpg)
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now![](http://dynl.mktgcdn.com/p/BGAVm8JnCX3jf-ukp6Hq3h037ZNj54h5qbA3WgkOXJ8/1440x810.jpg)
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now![](http://dynl.mktgcdn.com/p/fM6I1RdnGaAEmxJG3-EFeFUB4VRK6bxmYicWsHqZSAI/766x430.jpg)
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now![](http://dynl.mktgcdn.com/p/ACZx84nreRsKXykkSaMwJqj_koliM-zsHp3t7lQXNOo/1440x810.jpg)
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now![](http://dynl.mktgcdn.com/p/12a9a5ih5Zpz4Qp5S7msAgF0WDPIKdy4rRu_5pNjSH0/766x430.jpg)
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now![](http://dynl.mktgcdn.com/p/rJ9--hrIJoYswh-hehVN5AUeaW3BXyJ3RRpeE444ctI/1900x1069.jpg)
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now![](http://dynl.mktgcdn.com/p/pfslSTOXcsR8a1eF94pprLIdbjoRY8NlM97FE03Bt10/1440x810.jpg)
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now![](http://dynl.mktgcdn.com/p/GgqcRUXY6evA5eSCFBl4eyFL46zkpjuBV31BpT_-7ec/1440x810.jpg)
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now![](http://dynl.mktgcdn.com/p/U0FTqkzh2OESrKkWtI-3rCDq3CKWeHwc0O2lWBBFnEY/624x350.jpg)
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now![](http://dynl.mktgcdn.com/p/4WoYwTmyu_7IpjmCoMFDupxWb6EG-YQtpBU26GZJp2w/1440x810.jpg)
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now![](http://dynl.mktgcdn.com/p/BGAVm8JnCX3jf-ukp6Hq3h037ZNj54h5qbA3WgkOXJ8/1440x810.jpg)
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now![](http://dynl.mktgcdn.com/p/fM6I1RdnGaAEmxJG3-EFeFUB4VRK6bxmYicWsHqZSAI/766x430.jpg)
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now![](http://dynl.mktgcdn.com/p/_NobfLqa0Tuw8Wf6bLeHDLPyBU_z2doPwHX2iZ91dq4/1482x1000.png)