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
Markets and Economy
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Wealth Planning
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December 3, 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 NowBusiness Planning
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowCybersecurity
AI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowCybersecurity
How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowWealth Planning
Communicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read NowWealth Planning
Fundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowMarkets and Economy
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWealth Planning
What will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
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