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

Fraud

AI scams, deep fakes, impersonations … oh my!

July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Wealth Planning

Think before you move: How to think about redomiciling

July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
Family Legacy

Protect your passion: Make the most of your car collection

July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
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