David KaplanDavid Kaplan
Executive Director
Wealth Partner

"I leverage a consistent approach, refined over many years, to develop financial plans and asset allocations that help balance risk and exposure."

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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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