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
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read NowPaying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowThinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read NowHow to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowIs deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read NowYour guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read NowWhen is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read NowWhen it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read NowMiddle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now