About Connor

Connor Jabs is an Investment Associate at J.P. Morgan Wealth Management.

As an essential client-facing team member, Connor plays a vital role in delivering concierge-level service and operational support to high-net-worth individuals and business owners. He facilitates a variety of functions, including assisting advisors with creating wealth planning strategies, executing trades, transferring funds, addressing clients' requests and opening new accounts.

With a keen ability to view matters from a client's perspective, he encourages candid discussions to develop a realistic picture of where they stand and then offers straightforward guidance and detailed assessments to help them pursue their goals. He finds it personally fulfilling to assist business owners with ESOP strategies, enabling them to enjoy a life-changing liquidity event after years of effort to build their companies.

Connor began his financial services career in college as a summer intern, creating financial analyses and handling foreign money transfers. He joined Peachtree Capital after graduation and worked as a Client Service Advisor before being promoted to Fixed Income Analyst/Trader. Connor next moved to an RIA as Senior Client Associate and then Associate Wealth Advisor, where his focus was goals-based planning. He assumed his current position at J.P. Morgan in 2021.

Connor earned a B.S. in Finance from the University of Georgia Terry School of Business. A native of the Washington, D.C. area, he and his wife, Kaley, live in Atlanta with their two dogs, Oshie and Frank. A "loud and proud" UGA Bulldogs fan, Connor also loves the great outdoors – duck hunting, skiing, playing golf, and enjoying good times with family and friends.

Insights

Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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