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

Family Legacy

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
Wealth Planning

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
Outlook

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
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