About Caleb

Caleb Smith is an Investment Associate at J.P. Morgan Wealth Management.

As a member of The MP Group, he provides operational and administrative support for high-net-worth individuals and families, C-suite executives and institutional investors. Caleb's responsibilities include onboarding procedures, trade support and client reporting, working diligently to deliver an excellent customer experience.

Caleb graduated from Houghton University with a B.S. in Business Administration and Accounting. He began his career in 2019 at his alma mater as their Gift Accounting and Legacy Giving Specialist, where he gained valuable relationship management experience and developed a reputation for attention to detail. Caleb then moved to Boston, where he joined J.P. Morgan in 2022.

He holds FINRA Series 7 and 66 securities licenses.

Caleb lives with his wife, Rachel, in Natick, MA where they enjoy hiking, board games and watching their favorite cooking shows. Active in his church and local community, Caleb spends his free time finishing up his Master's in Finance, playing his guitars and watching college basketball with his friends.

Insights

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

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Business

Incentive stock options and the AMT

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