Demetris KakarisDemetris KakarisClient Associate
About Demetris
Demetris Kakaris is a Client Associate with J.P. Morgan Wealth Management.
A recent addition to The M Group, Demetris is dedicated to delivering exceptional client service. Demetris' responsibilities within the team include client profile creation and maintenance, addressing client banking inquiries and preparing meeting materials. His strength centers on his highly self-motivated, patient and positive disposition.
Demetris graduated from the University of Glasgow, in Scotland, with a joint honours M.A. in Economics and Sociology. Demetris began his career in financial services in 2020 as a plan sponsor specialist at Mutual of America. There, he was introduced to the fast-paced environment of the financial industry and facilitated in administering retirement-plan related services. He joined J.P. Morgan in 2022 and holds FINRA Series 7 and 66 securities licenses.
Insights
Wealth Planning
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Outlook
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Wealth Planning
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Wealth Planning
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Wealth Planning
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September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowBusiness Planning
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowWealth Planning
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September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowWealth Planning
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September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowMarkets and Economy
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read NowOutlook
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowWealth Planning
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September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowWealth Planning
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September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowWealth Planning
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