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

Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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