Caleb SmithCaleb SmithInvestment Associate
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
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November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowHow to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowWhat strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read NowOctober 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowShould you take the plunge? Discover the benefits and trade-offs of phasing into markets
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November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowChanging your state of residence
November 12, 2024When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read NowHow to plan for charitable giving
November 12, 2024Your guide to choosing the right path for achieving your charitable objectives.Read NowCaring for aging relatives
November 12, 2024As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now