Harrison SpellmanHarrison SpellmanSenior Client Associate
About Harrison
Harrison Spellman is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of Burns Wealth Management Group, Harrison provides operational and administrative support for high-net-worth clients. His responsibilities include onboarding procedures, monitoring asset movements, financial planning assistance and facilitating a wide breadth of client requests. In 2026, he was selected to serve on the J.P. Morgan Client Associate Advisory Council, where members work with management to help strengthen services, operations and the client experience nationwide.
Harrison graduated from the University of Central Florida with a Bachelor of Science degree and earned a master’s degree at the University of West Florida. His financial services career began in 2021 and included working at Charles Schwab before joining Burns Wealth Management in 2024.
Harrison resides in Jupiter, Florida. Outside of work, he enjoys spending time with his family, golf, hockey and volunteering at Big Dog Ranch.
He holds the FINRA Series 7, 63, and 66 licenses.
Insights
Markets and Economy
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Family Legacy
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Markets and Economy
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Business Planning
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Markets and Economy
Toto, I don’t think it’s the Fed anymore
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Wealth Planning
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$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 NowFamily Legacy
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 NowWealth Planning
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 NowFamily Legacy
A 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 NowMarkets and Economy
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 NowBusiness Planning
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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 NowFamily Legacy
Using 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 NowMarkets and Economy
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 NowWealth Planning
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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
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