Awards and Industry Recognition

Forbes

Top Next-Gen Wealth Advisors
2018
Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023

About Jared

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 a predecessor firm of J.P. Morgan as a Senior Vice President, Jared was Alternative Investments Director, Portfolio Manager and First Vice President at Morgan Stanley Private Wealth Management.

Jared received a B.A. in Business Management and an M.B.A. in Marketing from Lynn University.

Wealth management experience since 2009.

Insights

Business Planning

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Investing

Where to invest cash to boost its yield

May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
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