Jay CanellJay Canell
Managing Director
Wealth Partner

"I manage our referral relationships with various trusted advisors, such as attorneys, sports agents, entertainment industry executives and CPAs."

Awards and Industry Recognition

Barron's

Top 100 Private Wealth Management Teams
2021
Top 1,200 Financial Advisors
2023 • 2022 • 2021 • 2020 • 2016

Forbes

America’s Top Wealth Management Teams
2023 • 2022
Top Wealth Advisors Best-In State
2023 • 2022 • 2021 • 2020 • 2019
America's Top Wealth Advisors
2023 • 2021 • 2020 • 2019 • 2018 • 2016
Top Wealth Management Teams Best-In-State
2024 • 2023

About Jay

Jay Canell is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

Jay's career in financial services spans more than 30 years, and during that time, he has gained a reputation for always placing the client first when making investment decisions. He is experienced across the range of equity and fixed income products, with areas of focus that include portfolio diversification, mutual fund analysis, financial planning and insurance strategies. Recognizing that many clients seek valuable access to credit and lending, he facilitates mortgages, debt refinancing, HELOCs and other forms of liquidity.

Jay was selected as one of the 2022 J.P. Morgan Chairman's Award honorees. It's incredibly meaningful to be recognized by the firm's leaders for demonstrating exemplary leadership, collaboration, client engagement and community partnership. Jay joined J.P. Morgan in 2017 to offer clients the boutique advisory environment and distinctive services available at the firm. He leverages the wide breadth of J.P. Morgan's industry-leading resources to help clients pursue their individualized financial goals. In 1989, Jay received his B.A. in International Relations from Lehigh University. He is FINRA Series 7, 31 and 63 securities registered.

Jay resides in Scarsdale, NY and Manhattan with his wife, Sari, and their two children, Hayley and Dylan. Philanthropy has always been an important part of his life, and he is a founding board member of SCOPE, a nonprofit organization that sends less fortunate children to summer camp. Jay serves as a board member of The David B. Falk College of Sport and Human Dynamics at Syracuse University. Additional board memberships include The Pediatric Cancer Foundation, My Money Workshop and The Athletes vs. Crohn's & Colitis Organization. Jay is also actively involved in various charities, educational organizations and public policy initiatives.

Insights

Outlook

Sell-off struggle: Do bears have unfinished business?

January 9, 2024Despite the headwinds, a world in transition may offer an attractive entry point for long-term investors.Read Now
Outlook

July 2023 Fed Meeting: Interest Rate Hikes Resume

January 9, 2024The Federal Reserve raised interest rates by 25 basis points in July 2023.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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