Jake KlarbergJake Klarberg
Executive Director
Wealth Advisor

"I take a goals-based approach to determine suitable investment ideas and strategies for each client."

Awards and Industry Recognition

Barron's

Top 100 Private Wealth Management Teams
2021

Forbes

America’s Top Wealth Management Teams
2022
Top Next-Gen Wealth Advisors
2019 • 2018 • 2017  
Best-In-State Wealth Advisors  
2021

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

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