Marc SmithMarc SmithClient Associate
About Marc
Marc Smith is a Client Associate at J.P. Morgan Wealth Management.
An integral member of the team, Marc works closely with high-net-worth clients to streamline their operational needs and support their administrative priorities. His areas of focus include new account onboarding, account maintenance and client communications.
A graduate of Wesleyan University, Marc earned a B.A. in Economics and Psychology. While in school, he spent his summers gaining equity research and private banking experience at Capital Wealth Advisors and J.P. Morgan Private Bank, respectively. After graduating in 2024, Marc joined J.P. Morgan, where he applies these experiences as a valued member of the team.
Marc currently lives in New York City. Outside of work, he enjoys playing hockey, making music and hanging out with friends and family.
Markets and Economy
Oil shock jolts American stocks into driver’s seat … for now
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Wealth Planning
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Wealth Planning
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Wealth Planning
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Markets and Economy
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Banking
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Retirement
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Wealth Planning
What are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read Now
Business Planning
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March 5, 2026Home ownership is one of the most common ways of building generational wealth, but tangled titles can be a hurdle in achieving this. Read on to learn more.Read NowWealth Planning
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March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read NowWealth Planning
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March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read NowMarkets and Economy
AI vs. AI: The arms race for security
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February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read NowRetirement
Options for your 401(k) when you leave a company
February 26, 2026Maybe you’re retiring, or you’ve found another job, or perhaps you’ve become unable to work or are simply taking some time off; whatever your situation, it’s important to decide what to do with your old 401(k).Read NowWealth Planning
What are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read NowBusiness Planning