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

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.