Jim Morehouse

Wealth Manager, First Republic Investment Management

Peninsula Silicon Valley

Industry Accolades

Best-In-State Wealth Advisors
Forbes, 2019

The ranking of Forbes Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews, and quantitative data.

Jim Morehouse

Wealth Manager, First Republic Investment Management

Peninsula Silicon Valley

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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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