James MorehouseJames MorehouseExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
Top Wealth Advisors Best-In-State
2019
Top Wealth Management Teams Best-In-State
2026 • 2025 • 2023
About James
Jim Morehouse is an Executive Director and Wealth Advisor 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.
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.
Markets and Economy
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Retirement
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Markets and Economy
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Wealth Planning
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Markets and Economy
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Family Legacy
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The defensive playbook isn’t your average inflation roadmap
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Business Planning
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Why are stocks at record highs with no Iran resolution?
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Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowWealth Planning
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowMarkets and Economy
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowFamily Legacy
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowMarkets and Economy
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowBusiness Planning