Kyle KazmerKyle Kazmer, CFP®, ChFC®, CRPC®Managing DirectorWealth Partner
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About Kyle
Kyle Kazmer is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
Kyle holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant (ChFC®) and Chartered Retirement Planning CounselorSM (CRPC®) designations and puts this experience to work at The Desser Group constructing tailored wealth management plans, developing asset allocation models and providing customized lending strategies. As a member of the group, he handles trading, due diligence, performance reporting, and creating lending solutions for high-net-worth individuals.
Kyle enjoys the opportunity to work in a constantly evolving economic and market environment. He takes pride in assisting people with the important financial aspects of their lives, and helping them benefit from J.P. Morgan's brand, prestige and renowned thought leadership and investment resources.
Prior to joining J.P. Morgan in 2013, Kyle was a Financial Analyst at MetLife Securities. In that role, he was responsible for trading, research, account maintenance and client service. Kyle holds a B.S. in Finance from Loyola Marymount University and a M.B.A. in Financial Planning from California Lutheran University. He lives in Moorpark with his wife and their four children. In addition to spending time with them, Kyle enjoys hiking, running, refereeing soccer and playing guitar at Bethany Church.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Chartered Financial Consultant® ("ChFC®") are registered trademarks owned by The American College of Financial Services.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read Now
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Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowUnderstanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read NowEnd-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read NowInvesting in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read NowIn the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowHow to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowPlanning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read NowCaring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now