About Matt

Matt Fishbone is an Investment Associate with J.P. Morgan Wealth Management.

As a member of The Hafner Group, he provides portfolio trading and custom reporting for high-net-worth clients and successful business owners. Matt's responsibilities include portfolio trading, custom report generation, and ad hoc requests. He works diligently to deliver an excellent customer experience.

Matt graduated from Lebanon Valley College with a B.S. in Business. With over 17 years of experience in financial services, he began his career in financial services at Vanguard as a portfolio associate. Matt then moved to other firms such as UBS and Credit Suisse where he acquired skills to carefully address individual clients' needs. Matt joined J.P. Morgan in 2018 and is an important member of the team.

He holds FINRA Series7, 63, and 65 licenses.

Matt lives in Lafayette Hill with his wife, Meaghan, and their children Molly and Charlie. Outside of work, he enjoys spending time with his family and friends, traveling and spending his free time on the golf course.

Insights

Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
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