Jack InserraJack InserraExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Jack
Jack Inserra is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
A co-founder of The Lynch Inserra Kaufman Team, Jack has guided high-net-worth individuals, families and business owners as they pursue their wealth goals for more than 30 years. He draws on his deep wealth management experience to provide tailored strategies that ensure clients are well-positioned for both their present lifestyle and the future they envision.
A people person and the "heart of the team," Jack believes strongly in the power of personalized service. His friendly, approachable personality and easy rapport ensure excellent communication and strong relationships. As he works to forge connections with each client, he also helps them connect with each other, believing that synergies enhance positive outcomes for everyone.
Before transitioning to J.P. Morgan Wealth Management in 2023 with the other team members, he was a Wealth Manager at First Republic Private Wealth Management for four years. His previous roles included First Vice President at UBS Financial Services, beginning in 2006, and Vice President at Smith Barney. He began his career at Shearson Lehman. Jack's interest in helping people fulfill their personal wealth goals was sparked at an early age when he was instrumental in helping his father run their family business. There, he learned the importance of teamwork, which he further strengthened as a Division I scholarship athlete on the football and wrestling teams at Penn State University. He holds a B.A. in Communications.
Jack resides in Saddle River, NJ, and is the proud father to a son who is following in his father's athletic footsteps as a member of the football team at Bucknell University. Active in his community, Jack has served as a member of the Saddle River Fire Department for nearly two decades.
Insights
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
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How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now