Evan WeissEvan WeissExecutive Director, Head of Life Insurance, J.P. Morgan Advisors
About Evan
Evan Weiss is an Executive Director and the Head of Life Insurance at J.P. Morgan Advisors, a division of J.P. Morgan Wealth Management.
Evan leads the J.P. Morgan Advisors Life Insurance Specialist Planning team. In addition to his leadership responsibilities, he works closely with individuals and families to design and implement coordinated insurance strategies including life and long-term care risk management. He is experienced in collaborating with clients' teams of advisors, including trust and estate lawyers, accountants, investment managers and family office professionals. His clients come from all industries and markets, and include private equity, venture capital, biotech and pharmaceuticals professionals, as well as professional athletes, technology entrepreneurs, business owners and those with inherited wealth.
Before joining J.P. Morgan in 2023, Evan was a Managing Director and an Estate and Business Planning Specialist at First Republic, a J.P. Morgan predecessor firm, since 2018. He launched his career in 2005 as a Financial Advisor at Northwestern Mutual. Partnered with an experienced senior advisor from the start of his career, he worked closely with high- and ultra-high-net-worth families to develop insurance portfolios designed to maximize wealth transfer and minimize estate taxes. His 20 years of experience in this market has afforded him the ability to advise and support multiple generations of affluent families.
Evan holds a B.S. in Economics from Bucknell University, where he was a member of the NCAA Division I varsity baseball team.
Today, he lives in Newton, Massachusetts, with his wife, Mikel, and their very athletic and high energy daughters, Olivia and Winnie.
Insights
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April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
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April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now