About Jake

Jake Bernstein is an Investment Associate with J.P. Morgan Wealth Management.

As a member of The Desser Group, he provides administrative and customer service support for sophisticated clients. Jake's responsibilities include onboarding procedures, banking, executing trades, performance reporting and addressing inquiries. He works diligently to deliver an excellent customer experience.

Jake graduated from The University of Nebraska Lincoln with a B.A. in Communication Studies. He began his career at Merrill Lynch as a Client Services Intern and then moved to Yelp Inc. as an Account Executive where he gained valuable relationship management experience and developed skills to carefully address individual client's needs. Jake joined J.P. Morgan in 2018.

Insights

Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
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