Jack CallahanJack CallahanClient Associate
About Jack
Jack Callahan is an Investment Associate at J.P. Morgan Wealth Management.
As a member of Gilman Private Wealth, Jack provides account maintenance and execution support for high-net-worth individuals and families. His responsibilities include coordinating the operational aspects of the team, addressing client inquiries and helping facilitate day-to-day account activity. Jack serves as a dedicated resource for client concerns and works closely with team members to support a responsive client experience.
Prior to joining J.P. Morgan, Jack served at UBS Financial Services Inc. where he gained valuable relationship management experience after launching his career at Deloitte. He holds the FINRA Series 7 and 66 securities licenses.
Active in his community, Jack is a member of the Scarsdale Swim Across America team which raises funds for cancer research and treatment. He participates in open water swims each summer and enjoys staying active through exercise. In his free time, Jack runs a recreational softball team in Manhattan and enjoys golfing on weekends.
Insights
Wealth Planning
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read Now
Wealth Planning
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read Now
Investing
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November 4, 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 Now
Wealth Planning
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Wealth Planning
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Markets and Economy
The Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
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Family Legacy
Planning with family entities
November 4, 2026A family LLC or partnership could be the core of an estate plan, especially for complex and valuable assets.Read Now
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Redefining family wealth as well-being
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Wealth Planning
Liquidity event: What to do if you suddenly become rich
November 3, 2026A liquidity event can be disruptive without a plan. Learn steps to receive, protect and manage a substantial cash inflow for the long term.Read NowWealth Planning
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read NowWealth Planning
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read NowInvesting
‘Buy-borrow-die’: The 3-step wealth strategy explained
November 4, 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 NowWealth Planning
Financial planning before marriage: What to review
November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read NowWealth Planning
6 estate planning pitfalls that family conversations can help prevent
November 4, 2026When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.Read NowMarkets and Economy
The Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
November 4, 2026Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.Read NowFamily Legacy
Planning with family entities
November 4, 2026A family LLC or partnership could be the core of an estate plan, especially for complex and valuable assets.Read NowFamily Legacy
Redefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowWealth Planning
Liquidity event: What to do if you suddenly become rich
November 3, 2026A liquidity event can be disruptive without a plan. Learn steps to receive, protect and manage a substantial cash inflow for the long term.Read Now
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