Jim Morehouse

Jim Morehouse

Wealth Manager, First Republic Investment Management
San Francisco
Industry Accolades
  • Best-In-State Wealth Advisors
    Forbes, 2019

Jim Morehouse

Wealth Manager, First Republic Investment Management
San Francisco
  • Wealth Management Experience Since 2013
    Jim Morehouse is a Managing Director and Wealth Manager with First Republic Investment Management. Mr. Morehouse joined First Republic in 2022. Prior to joining First Republic, he was a Senior Financial Advisor and Senior Vice President — Investments at Wells Fargo Advisors. Mr. Morehouse focuses his practice on a personalized approach by spending time with his clients to discuss various aspects of their financials. This allows him to create a custom investment plan for his clients, which include high net worth individuals and families.
  • Education
    Mr. Morehouse earned his bachelor’s degree from California State University, Chico. Mr. Morehouse also completed the Personal Financial Planning curriculum at UCLA.
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