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

Retirement

3 ways to stay active while in retirement

April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Wealth Planning

Four mistakes with life insurance you don’t need (or want) to make

April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
Outlook

Quick Shot: Geopolitical unrest: Assessing market implications

April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.