About Jake

Jake Smith is a Client Associate at J.P. Morgan Wealth Management.

Jake serves as the team's analyst, working with the team to develop investment strategies, conducting research and analysis. He is integral to the team with managing day-to-day business activities and clients' account oversight.

He is a FINRA Series 7 and 66 licensed professional.

Jake is a Harvard College graduate with an A.B. in Government. He was a three-time Michigan state champion and a starting quarterback for the Harvard football team, receiving All-Ivy accolades and ranking among the Crimson's top 10 in career passing yards, completions, and touchdown passes.

Insights

Markets

Quick shot: President Biden bows out of the election – now what?

July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
Outlook

Three big surprises that could drive markets in the second half

July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
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