Jay AlbertsJay Alberts, AIF®, CFP®Portfolio ManagerWealth Advisor
Awards and Industry Recognition
Forbes
About Jay
Jay Alberts is a CERTIFIED FINANCIAL PLANNER® Professional, an Accredited Investment Fiduciary® and Portfolio Manager1 at J.P. Morgan Wealth Management.
Jay works with a select group of ultra-high-net-worth families, business owners and physicians from early career through retirement. Regardless of where you are in your journey, Jay's planning approach, grounded in the CFP® framework, helps you navigate the increasingly complex financial decisions you face. He takes a disciplined style to growing and protecting your wealth, considering taxes, the income you need to fund your lifestyle and efficient ways to transfer your wealth. As a fiduciary, Jay takes pride in delivering a white-glove service experience and stewarding clients' wealth with exceptional care and attention.
Many clients start their relationship with a singular focus on their investments, debt management or financial planning. Others look to him to help structure their wealth to create a lasting legacy. Jay understands that your relationship grows with your needs. He offers a steady hand to help with what is front of mind today—and with whatever tomorrow brings.
As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Jay stands among a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies. He leverages J.P. Morgan's industry-leading research with his bottom-up and topdown analysis to craft tailored portfolios for his clients to target their goals around capital appreciation, income and wealth preservation.
When working with institutions, Jay collaborates with businesses to deliver investment and fiduciary strategies for corporate retirement plans—401(k)s, Cash Balance Plans and more. He partners with foundations, endowments and family offices to deliver endowmentstyle investing with the backing of J.P. Morgan's Endowments & Foundations Outsourced Chief Investment Office. This boutique advisory team, with 17 senior portfolio managers and over 150 research analysts across the globe, manage more than $37 billion and focus 100% of their time and resources on helping address the complexities that come with investing and managing foundations, endowments and multi-generational family assets.
Jay graduated from Yale University with a B.A. in History and earned an M.B.A. from Belmont University's Jack C. Massey School of Business. As one of the most decorated soccer players in Yale's history, he was drafted into the MLS in 2004 by Kansas City. He played professionally for four years with the Vancouver Whitecaps and Minnesota Thunder. Following his soccer career, Jay became an avid endurance athlete and has completed seven marathons, including the Boston Marathon ('13 & '14). He also represented Team USA at the 2016 ITU Long Course Triathlon World Championships and competed in the 2016 Phoenix Ironman with his wife, Kirsten. Jay and Kirsten live in St. Louis with their two boys, Tripp and Finn.
Insights
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
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
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
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
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowYou’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 NowFinancial 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 NowThe 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 NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowThe first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now