James MorehouseJames MorehouseExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About James
Jim Morehouse is an Executive Director, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
As a co-founder of The JMT Group, Jim creates customized, comprehensive investment strategies for high-net-worth individuals, families, businesses and foundations. Intimately familiar with the challenges and opportunities accompanying substantial wealth, he takes a personalized approach to each client relationship, helping individuals discern goals and objectives through focused attention and tailored advice. 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.
After launching his financial services career in early 2013 at Wells Fargo Advisors, where he served as a Senior Financial Advisor and Senior Vice President in the Investment division, Jim took a role with First Republic in 2022 as a Managing Director. He moved with his team to J.P. Morgan Wealth Management in 2023 in recognition of the firm’s industry-leading breadth of resources and capabilities.
Jim earned a B.A. from California State University, Chico, and completed the Personal Financial Planning curriculum at UCLA. Outside of work, he enjoys spending time with his wife and three children, as well as golfing, traveling and helping coach his kids’ sports teams.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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