Awards and Industry Recognition
Jared Katzman is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Jared plays an essential part at The Apollo Group, advising high-net-worth individuals and families, foundations, institutions and family offices. His focus is on delivering portfolio management and business development, as well as constructing comprehensive wealth management strategies.
Before joining J.P. Morgan, Jared was a Senior Vice President at First Republic Private Wealth Management. Previously, he was Alternative Investments Director, Portfolio Manager and First Vice President at Morgan Stanley Private Wealth Management.
Jared received a B.S. in Business Administration and an M.B.A. in Marketing from Lynn University.
Wealth management experience since 2009.