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

Family Legacy

How to pass down the family vacation home

June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Markets

Is deal activity on the rise? 3 signs we see now

June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Real Estate

Your guide to buying a home

June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
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