Jack KolkerJack KolkerManaging DirectorWealth Advisor
LinkedInAbout Jack
Jack Kolker is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
As the founder of The Kolker Group, he serves the needs of high-net-worth individuals and their families, delivering financial guidance that helps care for the entirety of each client's financial picture.
With over 30 years of experience as a Wealth Advisor, Jack has deep knowledge of complex fixed income instruments and municipal bonds. Using a tailored approach to structuring portfolios, Jack works with his clients to help address their unique goals. Known for his approachable and personable manner, he prides himself on maintaining strong and multigenerational relationships.
Jack began his career at a small investment advisory firm serving the holistic financial needs of clients. He later moved to Bear Stearns and subsequently UBS. Most recently, he was at Morgan Stanley, where he continued his focus on comprehensive wealth management. Jack and The Kolker Group moved to J.P. Morgan in 2017 to provide their clients with a hands-on and boutique-quality experience delivered from within a world-class financial organization. In past years, Jack served on an international committee that collaborated on global investment strategies.
A graduate of Boston University, he holds a B.A in Business Administration with a concentration in Finance.
Jack and his four children live in Livingston, New Jersey. An avid outdoorsman, he enjoys skiing, boxing, running and playing soccer.
Insights
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
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
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
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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 NowPast, 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 NowThe 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 NowPlanning 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 NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA 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 NowWhat 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 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 NowWe 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 NowYour 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