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
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
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May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
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May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now