Jack BeattieJack Beattie, CIMA®Investment Associate
About Jack
Jack Beattie is an Investment Associate at J.P. Morgan Wealth Management.
Jack joined the Wentzheimer Group in 2026 and is responsible for researching and implementing investment portfolios for high-net-worth individuals and families of The Wentzheimer Group. As an investment associate on the team, he is responsible for constructing customized client portfolios, portfolio management, market and security analysis, and trade execution. Jack is dedicated to developing tailored investment solutions that address evolving client needs, and over the years has built a reputation for attention to detail.
With over a decade of experience, Jack joined J.P. Morgan in 2023 after serving as an Investment specialist at First Republic Investment Management. Earlier, he was a Consulting Group Analyst at Morgan Stanley Private Wealth Management. Jack graduated from Miami University with a B.A. in history. He holds the Certified Investment Management Analyst® (CIMA®) certification, administered by the Investments & Wealth Institute® and taught in conjunction with the Yale School of Management.
Jack lives in New Jersey with his wife and two young daughters. Outside of work, he enjoys golf, spending quality time with family and friends, and rooting for the New York Giants.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
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