About Jake

Jake Bernstein is a Client Associate with J.P. Morgan Wealth Management. As a member of The Desser Group, he provides administrative and customer service support for sophisticated clients. Jake's responsibilities include onboarding procedures, banking, executing trades, performance reporting and addressing inquiries. He works diligently to deliver an excellent customer experience.

Jake graduated from The University of Nebraska Lincoln with a B.A. in Communication Studies. He began his career at Merrill Lynch as a Client Services Intern and then moved to Yelp Inc. as an Account Executive where he gained valuable relationship management experience and developed skills to carefully address individual client's needs. Jake joined J.P. Morgan in 2018.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
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