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

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.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.