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
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
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November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now
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November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read NowPlanning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCaring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowPlanning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowHow to prepare your finances for marriage
November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowLeaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowWhy the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowThe impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now