Jake SmithJake SmithClient Associate
About Jake
Jake Smith is a Client Associate at J.P. Morgan Wealth Management.
Jake Smith serves as the team's senior investment analyst. As a voting member of the team's investment committee, he conducts equity and fixed income research and assists with the construction of clients' goal-based wealth plans. Jake leads the team's implementation of specialty asset class strategies including the use of alternative investments. He is also responsible for managing day-to-day business activities, credit strategies, and overseeing clients' accounts.
Jake is a Harvard College graduate with an A.B. in Government. He is a Series 7 and 66 licensed professional. He was a three-time Michigan state champion and starting quarterback for the Harvard football team, receiving All-Ivy accolades. He remains ranked among the Crimson's top 10 in career passing yards, completions, and touchdown passes. Jake enjoys maintaining an active lifestyle through fitness and enjoys spending time in northern Michigan with friends and family.
Insights
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December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowIncentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
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December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now