Jack GrayJack GraySenior Client Associate
About Jack
Jack Gray is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The MP Group, he provides operational and customer service support for institutions, high-net-worth, and ultra-high-net-worth individuals and families. Jack's responsibilities include preparing financial documents, executing trades, and monitoring transactions. He serves as a dedicated resource for all client concerns.
Jack graduated from St. Lawrence University in May 2023 with a B.A. double majoring in Business and Economics. Following his graduation, Jack recently joined J.P. Morgan in 2024 being drawn by the firm's stellar reputation and executional platforms.
He holds FINRA Series 7 and 66 securities licenses.
Outside of the office, Jack loves being active and spending time with his friends and family. In the summer, he tends to spend most of his weekends either on the beach or on the golf course.
Insights
Markets
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now
Wealth Planning
How 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 Now
Wealth Planning
What 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 Now
Outlook
October 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 Now
Investing
Should you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read Now
Wealth Planning
Losing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
Wealth Planning
Changing 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 Now
Wealth Planning
How to plan for charitable giving
November 12, 2024Your guide to choosing the right path for achieving your charitable objectives.Read Now
Wealth Planning
Caring 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 NowMarkets
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowWealth Planning
How 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 NowWealth Planning
What 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 NowOutlook
October 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 NowInvesting
Should you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read NowWealth Planning
Losing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWealth Planning
Changing 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 NowWealth Planning
How to plan for charitable giving
November 12, 2024Your guide to choosing the right path for achieving your charitable objectives.Read NowWealth Planning
Caring 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
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