Catherine "Kit" JacksonCatherine "Kit" Jackson, CFA®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Catherine
Kit Jackson is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Kit joined J.P. Morgan Wealth Management in 2023 after 25 years at First Republic Investment Management, where she gained a distinguished reputation as a trusted advisor and thoughtful and seasoned investment manager. While at First Republic, she served in four successive roles, first as Equity Analyst, then Director of Equity Research, and finally as Portfolio Manager and Wealth Manager. Prior to First Republic, she served as both an Equity Analyst and Portfolio Manager for Ontario International, Lepercq de Neuflize & Co.'s offshore international fund, a high-conviction portfolio invested in 15-20 stocks. Her career began at Dean Witter Reynolds Equity Research Department where she focused on ADR (American depositary receipt) research.
Drawing on her background in equity research, analysis and management, Kit works to provide all clients, whether they be individuals, families, endowments or foundations, customized strategies to meet their financial goals. Kit takes the time to develop one-on-one relationships with each client, learning their preferences, experience, and personal and financial objectives, both short-term and long-term, to develop tailored portfolios across asset classes, both public and private.
Kit takes great pride in her team, its notable reputation for responsiveness, and its solution-oriented mindset.
A graduate of Tufts University, Kit earned a B.A. in History and Political Science. She received an M.B.A. from Georgetown University. She is a Chartered Financial Analyst® (CFA®) Charterholder.
Active in the community, Kit recently served on the New York Historical Society's Women's History Corporate Council. 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. She is a long-time, avid fan of the game of tennis and more recently has become a student of golf.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
How advances in artificial intelligence may change health care
January 5, 2026Artificial intelligence has the potential to transform health care, and drug discovery and diagnostics are two areas that could benefit. Learn more here.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowWhat the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read NowExpansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read NowWhat to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowHow to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowHow advances in artificial intelligence may change health care
January 5, 2026Artificial intelligence has the potential to transform health care, and drug discovery and diagnostics are two areas that could benefit. Learn more here.Read NowFour beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowWhen does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowSelecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowProviding for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now