Jack BeattieJack Beattie, CIMA®Investment Associate
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
Providing for your loved ones during your lifetime
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December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
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November 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read NowProviding for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowDecember 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowIncentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowFundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowHow to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowNovember 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now