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
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