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 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
Wealth Planning
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Markets and Economy
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Wealth Planning
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Family Legacy
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Wealth Planning
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Selling stock under a 10b5-1 plan
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Markets and Economy
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Markets and Economy
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read NowWealth Planning
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowMarkets and Economy
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowWealth Planning
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowFamily Legacy
The quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowFamily Legacy
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowWealth Planning
Providing for children with special needs
January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowInvesting
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMarkets and Economy
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read NowMarkets and Economy
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
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