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
Private credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read NowPrivate credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read NowDon’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read NowThe 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read NowHow to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read NowJune 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read NowThink before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read NowAI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowA half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now