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
The IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read Now
AI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
What to expect at Kevin Warsh’s first Federal Reserve meeting as chair: 3 things to watch for when the FOMC meets in June
June 8, 2026The June FOMC meeting will be Kevin Warsh's first as chair. His communication style and handling of the policy statement may offer early signals about how he plans to lead the Federal Reserve moving forward.Read Now
Is the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Business succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Where to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read Now
What is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowThe IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read NowAI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowWhat to expect at Kevin Warsh’s first Federal Reserve meeting as chair: 3 things to watch for when the FOMC meets in June
June 8, 2026The June FOMC meeting will be Kevin Warsh's first as chair. His communication style and handling of the policy statement may offer early signals about how he plans to lead the Federal Reserve moving forward.Read NowIs the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowBusiness succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowWhere to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowIf the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWhat is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now