Samuel FulmerSamuel Fulmer
Vice President, Investment Consultant

About Samuel

Sam Fulmer is a Vice President and Investment Consultant at J.P. Morgan Wealth Management.

As a member of the Retirement Plan Consulting team, Sam offers investment advice related to a variety of retirement plan types. He oversees the team's discretionary investment menus within the Defined Contribution (D.C.) Consulting program and collaborates with clients and Advisors to assess non-discretionary investment menus, providing recommendations based on clients' individualized objectives. These offerings include J.P. Morgan's comprehensive range of 401(k), 403(b) and 457 retirement plans.

Sam has over 10 years of experience in the financial services industry. Since joining J.P. Morgan in 2018, he has worked in Strategy and as an Investment Specialist. During graduate school, Sam worked as a Multi-Asset Portfolio Analyst at Wellington Management, covering alternative risk premia strategies and opportunistic fixed-income portfolios. He began his career in financial market data and research sales at Thomson Reuters and Moody's Analytics.

Sam holds an M.B.A. from Northeastern University's D'Amore McKim School of Business and a B.A. in English from St. Lawrence University. He is a Chartered Financial Analyst® Level II candidate and holds the FINRA Series 7, 63 and 66 securities licenses.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Insights

Investing

Don’t sell America – bet on it

July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
Outlook

June 2025 CPI report: Tariffs are having an impact on consumer prices

July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
Fraud

How to protect yourself from debit card fraud

July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.