Jake KlarbergJake Klarberg
Executive Director
Wealth Advisor

"I take a goals-based approach to determine suitable investment ideas and strategies for each client."

Awards and Industry Recognition

Barron's

Top 100 Private Wealth Management Teams
2021

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023
America’s Top Wealth Management Teams
2023 • 2022
Top Next-Gen Wealth Advisors
2019 • 2018 • 2017  
Top Wealth Advisors Best-In State
2021
Top Next-Gen Wealth Advisors Best-In-State
2023

About Jake

Jake Klarberg is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.

As a member of The Canell Group, he creates tailored financial plans for high-net-worth individuals and families, business owners, entrepreneurs, athletes and entertainers.

Jake provides access to a broad suite of services—from trust and estate plans, college funding, retirement vehicles and philanthropy to private banking offerings such as credit, lending and mortgages. Whether clients seek asset appreciation, income generation or capital preservation, he leverages the full capabilities of J.P. Morgan to help realize their goals.

Jake has worked extensively with sports figures and is well versed in the need to design strategies that help optimize the value of a time-sensitive profession. He is proficient in managing investments for Retirement Compensation Arrangement (RCA) trusts, which help lower tax exposure for American athletes working in Canada. This capability is especially advantageous for players in the MLS, MLB, NHL and NBA.

In 2021, The Canell Group was named a Barron'sTop 100 Private Wealth Management Team.1 Jake has been recognized by Forbes multiple times: in 2021 as a Best In State Advisor3 and in 2017, 2018, 2019 and 2020, Jake was recognized by Forbes as one of America's Top Next-Gen Wealth Advisors.2

Growing up in a business-focused family, Jake was exposed at an early age to the need for sound financial planning. He set his sights on a career in wealth management and attended the University of Connecticut, where he earned a B.A. in Economics. Prior to joining J.P. Morgan, he was at Wells Fargo Advisors, and previously held internships with the New York Yankees, IMG and Monarch Business & Wealth Management.

Jake resides in Armonk, NY with his wife Kate and their daughters, Abigail and Olivia.

Insights

Outlook

May 2024 jobs report: 272,000 jobs added, sharply beating expectations

June 10, 2024The U.S. economy added 272,000 jobs in May, underscoring the labor market is too hot for the Federal Reserve.Read Now
Outlook

2024 Mid-Year Outlook: Key takeaways

June 10, 2024Our Global Investment Strategists reflect on the first half of 2024 and preview the months ahead, looking at how surprisingly strong growth is interacting with a seemingly fragile political and geopolitical backdrop to impact markets and your portfolio. Read the key points from our 2024 Mid-Year Outlook.Read Now
Banking

Managing cash: Make sure your assets are well protected

June 10, 2024Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
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