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
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
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July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
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Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now