About William R. Coke

Welcome

Mission
With over 30 years of experience in the industry, we focus on delivering comprehensive, tailored investment plans designed to meet our clients' goals. We deliver world-class research and trading, and support our individual clients by building diversified strategies using a range of asset classes.
Our team
We work with a wide range of clients, including individuals, family offices, middle-market institutions, pension plans, money managers, hedge funds, private equity firms and corporate executives. Our strategic long-term approach to investing leverages J.P. Morgan's award-winning research coverage and tactical portfolio analytics to help tailor the investment strategies for our clients.1 Navigating through today's dynamic markets, we identify opportunities where we can provide our clients with J.P. Morgan's proprietary investment products and capabilities. We offer a broad array of services that include:

  • Advisory and Managed Accounts
  • Asset Allocation
  • Portfolio Analysis and Construction
  • World-Class Investment Research
  • Wealth PlanningRetirement
    Education (529 Plan)
    Wealth Transfer and Philanthropy
    Trust and Estate Guidance
  • Corporate ServicesRestricted and Control Securities Transactions
    Rule 10b5-1 Plans
    Employee Stock Option Analysis
  • Mortgages and Home Equity Lines of Credit
  • Donor-Advised Fund for Charitable Giving
  • Banking and Cash Management
  • Cash Liquidity Analysis

Our clients have direct access to one of the world's most highly respected research franchises, and are able to consistently leverage our deep market insights and ideas in managing their investment portfolios.2 Our focus is to provide a comprehensive solution for our clients based on their specific time horizons and risk tolerance.

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Insights

Investing

Could inflation finally be peaking?

May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(617) 654-2849bill.coke@jpmorgan.com