Jake MatysekJake Matysek, CFP®, AIF®Wealth Advisor
About Jake
Jake Matysek is a Wealth Advisor at J.P. Morgan Wealth Management.
Jake draws from a deep background in financial services to offer tailored wealth management planning and advice to affluent families and organizations. His areas of focus include portfolio strategy, retirement, tax and estate planning, banking, mortgage lending and insurance.
As a CERTIFIED FINANCIAL PLANNER® professional, Jake employs a comprehensive approach that prioritizes understanding his clients' individualized needs and challenges. He believes fostering strong, trusting relationships is essential to delivering exceptional guidance and developing actionable strategies that help clients pursue their wealth goals. His analytical skills are complemented by a genuine commitment to client success, and he works hard every day to ensure they receive the best guidance possible.
Leveraging nearly a decade of experience in the industry, Jake joined J.P. Morgan in 2024, drawn to the firm's stellar reputation and robust execution platforms. He was previously a Vice President and Financial Consultant at Charles Schwab, where he built a foundation in the challenges and opportunities faced by clients with significant wealth beginning in 2016. He launched his career in 2015 as an Analyst at Credit Suisse.
A passionate advocate for effective wealth planning, Jake is motivated by his own early experiences watching his college savings plan suffer the consequences of inadequate diversification and planning during the 2008 financial crisis. He earned a B.S. in Finance from North Carolina State University while competing on the school's top-10-ranked Division I swim team, a testament to his strong work ethic. In addition to the CFP®designation, Jake earned the Accredited Investment Fiduciary® designation, demonstrating his knowledge of and ability to apply fiduciary practices in managing corporate 401(k) retirement plans. He holds the FINRA Series 7 and 66 securities licenses.
Originally from Charlotte, North Carolina, Jake now resides in Rockville, Maryland with his wife, Erin, and their cat, Archibald. He is active in his community, serving as President of the Potomac-Bethesda Rotary Club, where he is involved in charitable initiatives. Jake is an avid golfer and a member of the Lakewood Country Club. He and his wife love traveling, the outdoors and drinking fine wine.
Insights
Why cash flow forecasting and succession planning matter
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The global rates repricing: will central banks actually hike?
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Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
How to think about market volatility
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Fed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now
If oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read Now
Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now
When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowIf oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read NowStock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now