Jared WeinmanJared Weinman
Executive Director, Wealth Planner

About Jared

Jared Weinman is an Executive Director and Wealth Planner covering the West Coast Region for J.P. Morgan Wealth Management's Wealth Planning and Advice team.

Jared works with individuals and families on comprehensive estate and tax planning, creating personalized strategies to meet their goals and aspirations. His areas of focus include pre- and post-liquidity event planning, multi-generational estate tax planning, and business succession and continuity planning.

Before joining J.P. Morgan Wealth Management in 2023, Jared worked with ultra-high-net-worth families as a Managing Director at First Republic and as a Senior Wealth Strategist at BNY Mellon Wealth Management. He previously practiced tax and estate-planning law in both Los Angeles and Silicon Valley.

Jared earned a B.A. in History from the University of Michigan, Ann Arbor and a J.D. from UCLA School of Law. He is a member of the California State Bar Association.

Insights

Wealth Planning

Building tax-efficient equity exposure

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Markets

Where will tariff rates settle? 3 scenarios explained

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Sustainability

Debunking the top five sustainable investing myths

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