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
5 generational shifts reshaping family wealth planning today
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September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowA historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowUsing donor-advised funds to create college scholarships
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September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowToto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowUS-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read NowNew York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read NowShould you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now