Jack HafnerJack Hafner, CFP®Managing DirectorWealth Partner
Awards and Industry Recognition
Barron's
Forbes
About Jack
Jack Hafner is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
With 30 years of asset management experience, he brings rigorous due diligence to serve the holistic investment advisory and wealth planning needs of ultra-high net-worth individuals and their families.
Jack is a member of the J.P. Morgan Wealth Management Portfolio Manager Program which is comprised of a small group of advisors who manage discretionary client portfolios and are subject to regular quantitative and qualitative reviews. This exacting attention to detail enables him to actively manage assets on behalf of individual clients. Using a blend of financial models, tools and techniques, Jack has developed five dedicated portfolios that he constructs and manages in-house. Two have been designed using proprietary strategies and are comprised of master limited partnerships and value equity. The remainder are focused on short-duration income, municipal bonds and equity ETFs.
Over the course of his highly-recognized investment career, Jack has worked at Kidder Peabody, where he was first introduced to the brokerage business, and at First Union in Philadelphia within their private client services office. He honed his portfolio management skills at Lehman Brothers and more recently, at Credit Suisse/ Wells Fargo. Jack joined J.P. Morgan in 2018 to couple his differentiating capabilities with the intellectual capital, quality research and fortress balance sheet of one of the most well-renowned financial companies in the world.
A 1993 graduate of Rowan University in New Jersey, Jack holds a B.S. in Accounting and Finance. He remains involved as an alumnus and sits on the board of the Rowan University Foundation to help manage the school's capital pool. Jack has earned the CERTIFIED FINANCIAL PLANNER® professional designation.
Originally from Southern New Jersey, Jack and his wife, Barbara, live in Villanova, PA with their son, Jack III. Active in his community, he serves on the Professional Advisors' Committee and the Investment Committee for the Barnes Foundation, which is a museum and educational institution promoting the appreciation of art and horticulture. In his free time, Jack plays golf at the Philadelphia Country Club and enjoys outdoor activities at his house in Stone Harbor, NJ.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read Now
Investing in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read Now
The cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read Now
Fed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read Now
Step-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read Now
Diesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read Now
Liquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read Now
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read NowInvesting in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read NowThe cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read NowFed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read NowStep-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowDiesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read NowLiquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read Now$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowSocial engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now