About Matt
Matt Flaks is a Client Associate at J.P. Morgan Wealth Management.
Matt joined the firm and The Price Group in 2024 after spending two years as a financial representative at Northwestern Mutual.
In his role, Matt wears many hats—providing wideranging support to clients, introducing them to the firm's time-saving technology, and handling transactions, administrative requests, new account openings, account maintenance, wire transfers and more. He finds conversations with clients to be inspiring, educational and critical to his ability to provide white-glove service. Matt feels fortunate to be in a position to learn from his colleagues and demonstrate his natural affinity for people and their priorities.
Matt became fascinated with investing in college, joining his roommates in reading about the markets and making stock selections.
He holds a B.S. in Psychology from Florida State University. A loud and proud Seminoles fan, Matt still has plenty of energy for competitive games of pickleball. He "relaxes" on the golf course and at Boston Harbor, where he is beginning to fish for striped bass. Matt has also been learning American Sign Language and hopes to become fluent in 2025. He recently moved to Beacon Hill.
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Eye on the Market: The Thucydides cap on the China equity rebound trade
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October 18, 2024The risks and rewards of a concentrated stock position.Read NowT-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowEye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read NowThe SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read NowPlanning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read NowA historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now