Laurel NorrisLaurel NorrisExecutive DirectorWealth Partner
LinkedInAwards and Industry Recognition
Forbes
About Laurel
Laurel Norris is an Executive Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.
Laurel brings clients more than 20 years of wide-ranging wealth management experience. Prior to joining the firm in 2023, she spent two years with her colleagues at First Republic as a Managing Director and Wealth Manager. Before that, she spent 15 years with them at Abbott Downing—a boutique wealth management arm of Wells Fargo, where she was a Managing Director and Senior Portfolio Manager.
Previously, Laurel worked at Wells Fargo within the Family Wealth Group and Private Bank. In 2002, she launched her financial career in equity research at Banc of America Securities.
Laurel helps oversee the group’s asset allocation, manager selection and tactical adjustments within each client’s portfolio. She is particularly skilled in managing multi-asset class portfolios with a concentration of alternative investments.
Passionate about knowing clients exceedingly well, Laurel is devoted to connecting the dots in clients’ lives with strategies that satisfy their goals. She relishes the opportunity to serve fascinating people and get to know their families. Engaging clients in thoughtful conversations is emblematic of Laurel’s discovery process—one in which she seeks to account for clients’ mindsets and motivations.
Laurel is a Certified Investment Management Analyst® (CIMA®) professional and holds the professional designation of Chartered Alternative Investment AnalystSM (CAIA®). She is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
Laurel holds a B.S. in Business Economics from Brown University, where she played varsity volleyball. Today, Laurel coaches her two daughters in volleyball and is active in school fundraising activities. She also enjoys a healthy lifestyle—practicing yoga and cooking alongside her husband, Sean. The family makes its home in Marin County.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors. CAIASM and Chartered Alternative Investment AnalystSM are service marks owned by CAIA Association®.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
Insights
Losing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read Now
Asset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read Now
Credit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read Now
Should you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read Now
Parents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Caring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read Now
How to protect your privacy with smart devices at home
October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
Helping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Inflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read NowLosing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read NowAsset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read NowCredit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read NowShould you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read NowParents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowCaring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read NowHow to protect your privacy with smart devices at home
October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHelping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowInflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now