Catherine "Kit" JacksonCatherine "Kit" Jackson, CFA®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Catherine
Kit Jackson is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.
Kit is a co-founder of Coastline Partners. She 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 help 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 strategy-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. Kit is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
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.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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