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 research2 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.
1The J.P. Morgan Wealth Management Portfolio Manager Program. All Wealth Advisors and Wealth Partners who apply for the Portfolio Manager designation undergo rigorous screening by one of the most experienced due diligence teams in the industry. To remain in the program, Portfolio Managers must continue to meet stringent criteria regarding their organizational structure, investment process and performance.
2J.P. Morgan Insights. https://www.jpmorgan.com/insights/global-research/extel-rankings as of December 2024.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read Now
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now