William HartshorneWilliam HartshorneVice President, Lending Specialist
About William
William Hartshorne is a Vice President and Lending Specialist at J.P. Morgan Wealth Management, covering the West Coast.
Leveraging more than 15 years of experience in financial services, William develops and implements Securities-Based Lending (SBL) strategies for Advisors and their clients, which include high-net-worth individuals and family offices. He works to deliver a seamless experience for Advisors and clients alike, managing the origination, credit administration and client service processes associated with SBL products.
William joined J.P. Morgan in 2023 from a role as Director of Securities-Based Lending at First Republic Bank, where he co-led a bicoastal lending team. Previously, he held roles in both SBL and Brokerage Operations. He began his career at State Street Bank & Trust in 2008, where he was a Senior Portfolio Accountant.
William earned an M.B.A. with a focus on entrepreneurship from Babson College, along with a B.S. in Business Administration–Finance from California State University, Chico. He is a proud alum of Jesuit High Sacramento. William holds the FINRA Series 7 and 66 securities licenses.
A resident of Sonoma County with his wife and two children, William describes himself as a sports fanatic.
Insights
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$1.5 trillion goods trade is on the line in USMCA's first test
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June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowMarkets and Economy
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