About Zachary

Zachary Curtis is an Investment Associate with J.P. Morgan Wealth Management. As a member of Fagan & Boshart Wealth Management, he provides operational and customer service support for high net worth individuals & their families, corporate executives, and small business owners. Zack's responsibilities include onboarding procedures, alternative investments, and developing goals-based planning strategies. He works diligently to deliver an excellent customer experience.

Prior to joining J.P. Morgan in 2018, Zack graduated from Bridgewater State University with a B.S. degree in Accounting & Finance and a Minor in Management. He was head of the University's Student-Managed Investment Fund and led many projects for the Endowment Fund where he gained valuable professional and analytical skills. Zack received his CERTIFIED FINANCIAL PLANNER™ designation in 2021 and also holds FINRA Series 7, and 63 licenses.

Zack lives in Bridgewater, Massachusetts, and in his free time enjoys spending time with family and friends, being outdoors, and cycling. Zack found his passion for cycling after participating in the Rodman Ride for Kids in 2011. He has since competed in over 150 races and turned professional in 2016.

CFP® Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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(617) 654-2456zachary.curtis@jpmorgan.com