Jake IsaacsonJake IsaacsonClient Associate
About Jake
Jake Isaacson is a Client Associate at J.P. Morgan Wealth Management.
As a member of The BPS Group, he provides account maintenance and management support for institutional clients and high-net-worth individuals and families. Jake's responsibilities include onboarding procedures, wire transfers, journal entries and fund transfers. He works diligently to deliver an excellent customer experience.
Jake graduated from Grand Valley State University with a B.S. in Sports Management and a B.A. in Music. With four years of experience in financial services, he began his career in 2020 at J.P. Morgan Chase as an Investment Professional. Jake then moved to the Active Trade Desk within the service center and was part of the initial Affluent Client Service team, where he sharpened his professional skills. He joined J.P. Morgan Wealth Management in 2024 and is proud to deliver outstanding service.
He holds FINRA Series 7, 9, 10, 63, and 66 securities licenses.
Jake lives in The Colony with his wife, Grecia. Outside of work, he enjoys working out and further exploring the Dallas-Fort Worth community with his wife and friends.
Insights
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February 24, 2025While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.Read NowOptions for your 401(k) when you leave a company
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