Jay CanellJay Canell
Managing Director
Wealth Partner

"I manage our referral relationships with various trusted advisors, such as attorneys, sports agents, entertainment industry executives and CPAs."

Awards and Industry Recognition

Barron's

Top 100 Private Wealth Management Teams
2021
Top 1200 Financial Advisors
2022 • 2021 • 2020 • 2016 • 2015 • 2013 • 2012 • 2011 • 2010 • 2009

Forbes

Best-In-State Wealth Advisors
2022 • 2021 • 2020 • 2019
America's Top Wealth Advisors
2021 • 2020 • 2019 • 2018 • 2016

Financial Times

Top 400 Advisors
2018 • 2016 • 2013

Westfair Communications

Top Wealth Advisor in Fairfield and Westchester Counties
2021 • 2020 • 2019 • 2018

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

Investing

Could inflation finally be peaking?

May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
Wealth Planning

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
Taxes

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
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(212) 272-0888jay.canell@jpmorgan.com