Jack KolkerJack Kolker
Managing Director
Wealth Advisor

"With over 30 years of experience as a Wealth Advisor, I have a deep knowledge of complex fixed income instruments and municipal bonds."

About Jack

Jack Kolker is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management. As the founder of The Kolker Group, he serves the needs of high-net-worth individuals and their families, delivering financial guidance that helps care for the entirety of each client's financial picture.

With over 30 years of experience as a Wealth Advisor, Jack has deep knowledge of complex fixed income instruments and municipal bonds. Using a tailored approach to structuring portfolios, Jack works with his clients to help address their unique goals. Known for his approachable and personable manner, he prides himself on maintaining strong and multigenerational relationships.

Jack began his career at a small investment advisory firm serving the holistic financial needs of clients. He later moved to Bear Stearns and subsequently UBS. Most recently, he was at Morgan Stanley, where he continued his focus on comprehensive wealth management. Jack and The Kolker Group moved to J.P. Morgan in 2017 to provide their clients with a hands-on and boutique-quality experience delivered from within a world-class financial organization. In past years, Jack served on an international committee that collaborated on global investment strategies.

A graduate of Boston University, he holds a B.A in Business Administration with a concentration in Finance.

Jack and his four children live in Livingston, New Jersey. An avid outdoorsman, he enjoys skiing, boxing, running and playing soccer.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

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