Jack HafnerJack Hafner, CFP®Managing DirectorWealth Partner
About Jack
Jack Hafner is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. With 25 years of asset management experience, he brings rigorous due diligence to serve the holistic investment advisory and estate (financial) planning needs of ultra-high-net-worth individuals and their families. As a testament to Jack's commitment to excellence (best practices), he has been named to Barron's Top 1,200 Financial Advisors list for eight of the past nine years.
Jack is a member of J.P. Morgan Wealth Management's Portfolio Manager Program, which is composed 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 composed 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 its 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 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™ (CFP®) designation.
Originally from Southern New Jersey, Jack and his wife, Barbara, live in Villanova, Pennsylvania, with their son, Jack III. Active in his community, he serves on the professional advisors' 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, New Jersey.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
Insights
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December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now