
Jack KolkerJack KolkerManaging DirectorWealth Advisor
About 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

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The bull side, the bear side and the reality
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What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
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March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
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