Barry FleischerBarry FleischerWealth Advisor
"I bring over 50 years of experience in the securities industry to deliver comprehensive support for the totality of high-net-worth clients’ needs."
About Barry
Barry Fleischer is a Wealth Advisor at J.P. Morgan Wealth Management.
As a senior member of The Kolker Group, Barry brings over 50 years of experience in the securities industry to deliver comprehensive support for the totality of high-net-worth clients' needs.
Barry has had a varied career through many volatile market cycles. His knowledge base is a valuable tool that informs his investment decisions. Before joining Morgan Stanley and The Kolker Group in 2010, he was a Senior Managing Director at a top Wall Street firm. Barry transitioned to J.P. Morgan in 2017 to leverage the firm's intellectual capital and research capabilities. A former commodities trader, Barry now focuses on equities as well as overseeing investment policy planning.
Over the years, Barry has built long-term relationships with his clients and their families. He is actively involved in the Ovarian Cancer Research Foundation, and is a proud grandfather of three granddaughters.
Insights
Markets
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
Markets
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Wealth Planning
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Wealth Planning
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
Wealth Planning
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
Wealth Planning
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
Outlook
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
Wealth Planning
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Cybersecurity
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowMarkets
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowMarkets
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowWealth Planning
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowWealth Planning
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowWealth Planning
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWealth Planning
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWealth Planning
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowCybersecurity
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
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