About Jack

Jack Beattie is an Investment Specialist at J.P. Morgan Wealth Management.

Jack delivers implementation and execution support for high-net-worth individuals and families of The Apollo Group. He constructs customized client portfolios, researches investment opportunities and manages trade execution. Jack emphasizes continuous oversight and ongoing communication to evaluate and address evolving client needs.

Jack graduated from Miami University with a B.A. in History. He began his career at Morgan Stanley as a Client Service Associate. In 2020, Jack moved to a predecessor firm of J.P. Morgan, where he built a reputation for attention to detail. He holds the Certified Investment Management Analyst® (CIMA®) certification, administered by the Investments & Wealth Institute® and taught in conjunction with the Yale School of Management.

Jack lives in Hoboken, NJ, with his wife. Outside of work, he is an avid golfer and New York Giants fan.

Insights

Markets

How 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 Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

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 Now
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