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
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read NowFinding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read NowJ.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowHelping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now