Jay CaceresJay Caceres, CRPC®Executive Director, Investment Product Specialist
About Jay
Jay Caceres is an Executive Director and Investment Product Specialist covering the Manhattan, New Jersey and Penn Atlantic regions at J.P. Morgan Wealth Management.
Positioned as a central connection point between the firm’s Chief Investment Office, Global Investment Strategy and the advisor network, Jay helps translate market insights, asset-class research and portfolio perspectives into actionable guidance. He partners closely with advisors to support thoughtful portfolio construction and implementation, providing perspective around investment themes and positioning across varied market environments.
Jay brings a deep background in multi-asset portfolio strategy and client portfolio management. He works with advisors to interpret evolving market conditions and consider how different investment approaches may align with client objectives, drawing on a disciplined, research-driven perspective. His role also includes helping advisors navigate the firm’s investment platform and evaluate opportunities across asset classes, including when alternative strategies may be appropriate.
Jay joined J.P. Morgan in 2025 from BlackRock Investment Management, LLC, where he served as a Multi-Asset Portfolio Strategist and worked closely with portfolio managers overseeing significant institutional assets. Previously, as a Client Portfolio Manager at Merrill Lynch, Pierce, Fenner & Smith Inc., he focused on customized portfolios for ultra-high-net-worth clients. Earlier in his career at TD Ameritrade, Inc., he supported affluent clients with their investment management needs.
Before earning an M.B.A. from New York University’s Stern School of Business, Jay completed advanced finance studies at The Wharton School of the University of Pennsylvania. He holds both an M.S. and a B.S. in Finance from Rider University. Jay is a Chartered Retirement Planning CounselorSM designee.
Insights
Oil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read Now
Not a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read Now
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Paying with debt: How to leverage your investments
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The world changed in 10 days: An oil unwind and a hawkish Fed
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How to pass down the family vacation home
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$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowOil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read NowNot a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read Now“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowSmall-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read NowPaying with debt: How to leverage your investments
July 1, 2026Borrowing 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 NowThe world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read NowHow to pass down the family vacation home
June 22, 2026Careful 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 NowWhen is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now