Jim Morehouse

Wealth Manager, J.P. Morgan Private Wealth Advisors LLC

Peninsula Silicon Valley

Industry Accolades

Best-In-State Wealth Advisors
Forbes, 2019

Forbes/SHOOK Top Wealth Advisors Best-In State (09/10/19, data as of 03/31/19). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced.

Jim Morehouse

Wealth Manager, J.P. Morgan Private Wealth Advisors LLC

Peninsula Silicon Valley

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Wealth Management Experience Since 2013
Jim Morehouse is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. Morehouse joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Morehouse was a Wealth Manager at First Republic since 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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