Jay CanellJay CanellManaging DirectorWealth Partner
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About Jay
Jay Canell is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
Jay's career in financial services spans more than 30 years, and during that time, he has gained a reputation for always placing the client first when making investment decisions. He is experienced across the range of equity and fixed income products, with areas of focus that include portfolio diversification, mutual fund analysis, financial planning and insurance strategies. Recognizing that many clients seek valuable access to credit and lending, he facilitates mortgages, debt refinancing, HELOCs and other forms of liquidity.
Jay joined J.P. Morgan in 2017 to offer clients the boutique advisory environment and distinctive services available at the firm. He leverages the wide breadth of J.P. Morgan's industry-leading resources to help clients pursue their individualized financial goals. Previously, he was a Managing Director and Chairman's Council member at Morgan Stanley.
In 1989, Jay received his B.A. in International Relations from Lehigh University. He is FINRA Series 7, 31 and 63 securities registered. Jay resides in Scarsdale, NY and Manhattan with his wife, Sari, and their two children, Hayley and Dylan. Philanthropy has always been an important part of his life, and he is a founding board member of SCOPE, a nonprofit organization that sends less fortunate children to summer camp. Jay serves as a board member of The David B. Falk College of Sport and Human Dynamics at Syracuse University. Additional board memberships include The Pediatric Cancer Foundation, My Money Workshop and The Athletes vs. Crohn's & Colitis Organization.
Insights
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
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
The 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 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 NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.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 Now