Shayan JalaliShayan Jalali, CIMA®Investment Associate
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
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