Catherine JacksonCatherine Jackson, CFA^®

Managing Director

Wealth Partner

Kit Jackson is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

Kit began her investment career in equity research and, to this day, uses the skills she honed as an equity analyst to develop customized investment solutions for her clients, whether they be wealthy individuals, families, or non-profit institutions. Kit's investment expertise covers all major asset classes and extends into private markets. She works closely with clients to understand their investment objectives and to develop customized investment plans to help them meet their goals. Kit's investment expertise spans managing multi-generational family wealth to the development of customized investment policy statements and asset management for non-profit institutions.

Through her career, Kit has sought to develop deep relationships with her clients with the goal of serving as a trusted financial advisor on wide-ranging topics. She and her team have an unwavering commitment to exceptional client service that includes a high-touch service model that strives to create a client experience that is notable for its responsiveness.

The team works well with clients' external advisors, including tax, legal, and trust intermediaries, as well as institutional board members and staff. The team's commitment to personal relationships has been a cornerstone of its business and is reflected in its history of long-term, multi-generational client relationships.

Kit is a Chartered Financial Analyst^TM charterholder with deep experience in equity research, analysis and portfolio and asset management. Prior to moving to J.P. Morgan Wealth Management in 2023, she spent more than 20 years with First Republic Investment Management, where she was most recently a Senior Managing Director and Wealth Manager. She began at First Republic as an Equity Analyst before being promoted to Director of Equity Research, and later, Wealth Manager. Prior to joining First Republic, Kit served as an Equity Analyst and then Portfolio Manager at Lepercq, de Neuflize & Co. where she managed Ontario International, an offshore mutual fund. Kit launched her career at Dean Witter Reynolds, focusing on ADR (American depositary receipts) research.

A graduate of Tufts University, Kit earned a B.A. in History and Political Science. She received an M.B.A. from Georgetown University.

Committed to giving back, Kit served on the New-York Historical Society's Women's History Corporate Council for several years. She is past President of the Board of Trustees of Garrison Forest School in Owings Mills, Maryland, and currently serves on the School's Executive, Finance and Investment Committees.

Outside the office, Kit is an avid tennis player, traveler, and reader, as well as golf enthusiast.