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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
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 NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.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 Now