Jake Klarberg
I take a goals-based approach to determine suitable investment ideas and strategies for each client.

Jake Klarberg

Vice President

Jake Klarberg is a Vice President with J.P. Morgan Securities, a wealth management division of J.P. Morgan. A member of The Canell Group, his primary responsibilities include managing his clients’ wealth by creating custom financial plans, as well as assisting The Canell Group with its marketing efforts and new client development.

Prior to joining the team, Jake worked for Wells Fargo Advisors, IMG, the New York Yankees and Monarch Business & Wealth Management.

Jake provides access to a broad suite of advisory services. He and the Canell team have the capabilities to deliver a full complement of value-added products and services—from trust and estate plans, college funding, retirement vehicles and philanthropy to private banking offerings such as credit, lending and mortgages.

Jake takes a goals-based approach to determine suitable investment ideas and strategies for each client. He ascertains their financial needs, appetite for volatility and personalized time horizons before designing an overall allocation. Using simulation modeling, which helps demonstrate the potential outcomes a particular allocation may generate, he can test his assumptions and evaluate appropriate financial scenarios.

Once a portfolio is constructed, Jake’s involvement is continual and hands-on—he performs ongoing reviews and updates investment strategies to reflect evolving market conditions and changes to personal situations.

Jake was recognized by Forbes as one of America’s Top Next-Gen Wealth Advisors in 2017 and 2018.1

Jake graduated from the University of Connecticut, where he received a Bachelor of Arts in Economics.

1SHOOK Research considered advisors born in 1980 or later with a minimum four years relevant experience. Ranking algorithm is based on qualitative and quantitative measures derived from interviews and surveys, and quantitative criteria, such as AUM and revenue generated for their firms. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Awards or rankings are not indicative of future success or results.

Accolades1

  • America’s Top Next-Gen Wealth Advisors, Forbes, 2018, 2017

 

1SHOOK Research considered advisors born in 1980 or later with a minimum four years relevant experience. Ranking algorithm is based on qualitative and quantitative measures derived from interviews and surveys, and quantitative criteria, such as AUM and revenue generated for their firms. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Awards or rankings are not indicative of future success or results.

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