Jake Shaud Jr.Jake Shaud Jr.Client Associate
About Jake
Jake Shaud Jr. is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Starker Delehanty Wealth Management Group, Jake provides administrative and operational support for high-networth individuals and families, and other successful professionals. Jake’s responsibilities include onboarding procedures, maintaining account records, conducting research, and other ad hoc requests. He recognizes the critical nature of his forward-facing role and works diligently to deliver an excellent client experience. Jake graduated from Washington & Lee University with a B.S. in Business Administration. He began his career in 2024 at Glenmede Trust Company as a Wealth Advisory intern. Jake then moved to Logan Capital Management where he served as a Portfolio Administration intern and gained valuable relationship management experience.
At Washington & Lee, Jake was a 4-year member of the Men's Swim Team. He was also involved in the Generals Leadership Academy and the First Year Orientation Committee. Originally from Devon, Pennsylvania, Jake graduated from The Episcopal Academy, where he played water polo, baseball, and was the captain of the swim team. He currently lives in New York City, where he enjoys golfing, being active, spending time with friends, and Philadelphia sports.
Insights
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November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read NowA guide to alternative investments: What they are and how they work
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