About Jack

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

With nearly a decade of financial industry experience, 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 First Republic Private Wealth Management, 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

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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