
David KaplanDavid KaplanExecutive DirectorWealth Partner
About David
David Kaplan is an Executive Director and Wealth Partner at J.P. Morgan Wealth Management.
As a founder of the LK Group, David has advised ultra-wealthy families, individuals and institutions for more than 30 years.
David builds customized investment strategies to help his clients achieve their financial and operational goals. His technical expertise embraces analyzing traditional and alternative asset classes, constructing tailored investment portfolios and creating wealth plans that include tax mitigation. He focuses on each individual's wants and desires and marshals the resources within J.P. Morgan to find the best way to accomplish them.
Before joining J.P. Morgan, David was an Executive Vice President at Merrill Lynch and held a senior position at UBS. He graduated from St. John's University with a degree in Business.
David and his wife divide their time between Scarsdale, New York, and Boca Raton, Florida, and have raised two adult daughters. In his free time, he enjoys traveling and playing golf with his family.
Insights

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What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now