Paul DonlonPaul DonlonManaging DirectorWealth Partner
About Paul
Paul Donlon is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.
As a Portfolio Manager in the firm’s Portfolio Manager Program, Paul actively manages his clients’ portfolios, applying the breadth of J.P. Morgan’s robust platform to his all-cap, equity strategy. To qualify as a Portfolio Manager, he has undergone a screening process and is subject to periodic review on a qualitative and quantitative basis.
In addition to equities, Paul has several other key areas of concentration, including fixed income. He evaluates each client’s distinct needs and, when appropriate, will consider alternative assets, such as private equity, as a potential part of a client’s asset allocation. Paul also focuses on providing corporate and executive services, including corporate cash, 401(k) plans, stock buybacks, stock options and restricted stock. These services often lead him to offer lending and banking, restricted stock strategies, liquidation of positions, optimization of stock options, and trust and estate planning. He 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.
Paul has over 30 years of experience in the financial services industry. Prior to joining J.P. Morgan in 2009, he spent 11 years as a Director at Credit Suisse. Earlier in his career, Paul held roles with Morgan Stanley’s Private Client Services team and Hambrecht & Quist’s high-net-worth group. He began his career working as an assistant on Merrill Lynch’s institutional equity sales team before moving into its retail business.
Paul received a B.A. in Business Administration and Management from the University of Puget Sound. He completed the Executive Program at the University of California Berkeley Haas School of Business in 2004. Paul lives in San Francisco and enjoys spending his free time with his family.
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
Planning for separation or divorce
November 12, 2026Make sure to plan for all potential outcomes.Read Now
New year, new perspective (on your financial future)
November 12, 2026The new year can set the stage for new beginnings. If you are looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now
Planning for your child becoming an adult
November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
How the inherited IRA 10-year rule works under the SECURE Act
November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read Now
How to manage your employee stock options
November 10, 2026It’s important to consider the tax and investment implications of holding or exercising your options.Read Now
A guide to alternative investments: What they are and how they work
November 9, 2026Learn what alternative investments are, how they work, and the potential benefits and risks to consider before adding alternatives to your portfolio.Read Now
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read Now
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read Now
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read NowPlanning for separation or divorce
November 12, 2026Make sure to plan for all potential outcomes.Read NowNew year, new perspective (on your financial future)
November 12, 2026The new year can set the stage for new beginnings. If you are looking to better manage your finances, here are three strategies rooted in behavioral science.Read NowPlanning for your child becoming an adult
November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowHow the inherited IRA 10-year rule works under the SECURE Act
November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read NowHow to manage your employee stock options
November 10, 2026It’s important to consider the tax and investment implications of holding or exercising your options.Read NowA guide to alternative investments: What they are and how they work
November 9, 2026Learn what alternative investments are, how they work, and the potential benefits and risks to consider before adding alternatives to your portfolio.Read NowThe blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read NowLeaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read NowA loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read Now