About Jack

Jack Minson Jr. is a Client Associate at J.P. Morgan Wealth Management.

An important member of the team, Jack provides operational and administrative support for high-net-worth individuals and families. His responsibilities include preparing financial documents, wire transfers, journal entries and fund transfers. He works diligently to deliver an excellent customer experience.

Jack graduated from the University of Notre Dame with a B.A. in Economics. He began his career in 2023 at CDX Advisors as an Investment Banking Analyst, where he acquired skills to carefully address individual client needs.

Jack passed the FINRA SIE and holds Series 7, 63 and 79 securities licenses.

Insights

Investing

How to use life insurance as a financial asset

July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Investing

How much of your portfolio should be in non-U.S. stocks?

July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Family Legacy

Creating meaning in the send-off: A guide for families with college-bound children

July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
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