Jake KlarbergJake KlarbergExecutive DirectorWealth Advisor
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About Jake
Jake Klarberg is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. As a member of The Canell Group, he creates tailored financial plans for high-net-worth individuals and families, business owners, entrepreneurs, athletes and entertainers.
Jake provides access to a broad suite of services—from trust and estate plans, college funding, retirement vehicles and philanthropy to private banking offerings such as credit, lending and mortgages. Whether clients seek asset appreciation, income generation or capital preservation, he leverages the full capabilities of J.P. Morgan to help realize their goals.
Jake has worked extensively with sports figures and is well versed in the need to design strategies that help optimize the value of a time-sensitive profession. He is proficient in managing investments for Retirement Compensation Arrangement (RCA) trusts, which help lower tax exposure for American athletes working in Canada. This capability is especially advantageous for players in the MLS, MLB, NHL and NBA.
In 2021, The Canell Group was named a Barron'sTop 100 Private Wealth Management Team.1 Jake has been recognized by Forbes multiple times: in 2021 as a Best In State Advisor3 and in 2017, 2018, 2019 and 2020, Jake was recognized by Forbes as one of America's Top Next-Gen Wealth Advisors.2
Growing up in a business-focused family, Jake was exposed at an early age to the need for sound financial planning. He set his sights on a career in wealth management and attended the University of Connecticut, where he earned a B.A. in Economics. Prior to joining J.P. Morgan, he was at Wells Fargo Advisors, and previously held internships with the New York Yankees, IMG and Monarch Business & Wealth Management.
Jake resides in Armonk, NY with his wife Kate and their daughters, Abigail and Olivia.
Insights
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCan equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now