Clarke LeavertonClarke LeavertonManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Clarke
Clarke Leaverton is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a partner within The Leaverton Strahan Team, Clarke guides multigenerational families, businesses, and nonprofit organizations in pursuing their goals with greater purpose and direction, smoothing a path to their objectives. With more than four decades of experience, Clarke offers a level of strategic insight and practical knowledge that is difficult to replicate. He enjoys a natural ability to connect with others, appreciating their priorities and quickly becoming a trusted member of their inner circle.
Clarke points to the continuity of his team as a key differentiator for clients. That stability, he notes, has allowed Clarke and his colleagues to develop deep relationships with clients—sometimes spanning three generations within a single family. His team is well versed in the many intersecting disciplines that constitute client wealth—from investment management and financial planning, through business succession, lending, and tax-sensitive wealth transfer.
Among Clarke's greatest career satisfactions has been the ability to see clients fulfill their ambitions—whether a stress-free retirement, the sale of a business, higher education for children or grandchildren, or a first or second home. Clients from varied paths have sought Clarke's advice, including high-net-worth individuals, families, trusts, foundations, businesses and ERISA plans. To each of these relationships, Clarke has brought dependability and a balanced perspective, guiding clients toward a more secure financial future that reflects their distinctive interests.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Clarke was a Managing Director and Wealth Manager with First Republic Investment Management. Earlier, he spent more than 30 years at Merrill Lynch, where he was a Senior Vice President, Investments. He earned his B.S. in Economics and Mathematics from the University of Puget Sound and also studied those two disciplines at the University of California, Santa Barbara.
Clarke and his wife Leeann enjoy spending time with their three adult children and eight grandchildren. In his free hours, Clarke enjoys skiing, golf and fly fishing.
Insights
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October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now