Samuel FulmerSamuel FulmerVice 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
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3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowThe U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowKevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read NowHow to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read NowHow The Market’s Inflation Fears are Running Ahead of Reality
May 8, 2026As markets reprice oil-driven inflation risk, global central banks offer a clearer signal on whether rate hikes are really coming.Read NowPowell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read NowHow tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read NowWhy are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now