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
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
The Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read Now
Gold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read Now
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now
Endowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now
Navigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read Now
The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowThe Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read NowGold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowEndowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowNavigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now