About Shayan

Shayan Jalali is a Certified Investment Management Analyst® professional and Investment Associate at J.P. Morgan Wealth Management.

As a member of J.P. Morgan Wealth Partners, a select group of highly experienced advisors within J.P. Morgan Wealth Management, Shayan provides operational and portfolio implementation support to high-net-worth and ultra-high-net-worth individuals and families. He serves as a dedicated resource for clients, bringing warmth and professionalism to all aspects of the team's practice.

Shayan graduated with a B.S. in International Business and Psychology from Palm Beach Atlantic University, where he was President of Sigma Beta Delta honor society. He began his career as an intern in the Private Wealth Management division of UBS and earned an M.B.A. from the University of Florida in 2015. He joined J.P. Morgan in 2022 and is an important member of the team.

As a commitment to his professional growth, Shayan earned the CIMA® designation through the Yale School of Management and the Investments and Wealth Institute®. He also holds FINRA Series 7 and 66 securities licenses.

Shayan lives in Cambridge, Massachusetts, with his wife, Lauren. He is active in the community through the Boys and Girls Club of Boston, an organization that helps provide positive role modeling to at-risk youth. In his free time, he enjoys running, reading, golf and Tai Chi.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully complete The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.

Insights

Markets and Economy

Expansion mode: 3 signs of resilience in the US economy

January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
Investing

What to do with your year-end bonus in a changing interest rate environment

January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
Select this article to learn more about our latest insights
Wealth Planning

Four beneficiaries of wealth

January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.