We no longer support this browser. Using a supported browser will provide a better experience.

Please update your browser.

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

Jake Klarberg

Vice President

Jake Klarberg


212.272.0447

jake.klarberg@jpmorgan.com

277 Park Avenue
New York, NY 10172

Awards & Recognition

Top 100 Private Wealth Management Teams - 2021
Forbes-SR-NextGen-Best-In-State-WealthAdvisors-2019

Barron's1

Top 100 Private Wealth Management Teams

2021

Forbes2

America’s Top Next-Gen Wealth Advisors

2019 · 2018 · 2017  

Best-In-State Wealth Advisors

 

2021

About Jake

Jake Klarberg is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. As a member of The Canell Group, he creates tailored financial plans for high-net-worth individuals and families, business owners, entrepreneurs, athletes and entertainers.

Jake provides access to a broad suite of services—from trust and estate plans, college funding, retirement vehicles and philanthropy to private banking offerings such as credit, lending and mortgages. Whether clients seek asset appreciation, income generation or capital preservation, he leverages the full capabilities of J.P. Morgan to help realize their goals.

Jake has worked extensively with sports figures and is well versed in the need to design strategies that help optimize the value of a time-sensitive profession. He is proficient in managing investments for Retirement Compensation Arrangement (RCA) trusts, which help lower tax exposure for American athletes working in Canada. This capability is especially advantageous for players in the MLS, MLB, NHL and NBA.

In 2021, The Canell Group was named a Barron’s Top 100 Private Wealth Management Team. 1 Jake has been recognized by Forbes multiple times: in 2021 as a Best In State Advisor3 and in 2017, 2018, 2019 and 2020, Jake was recognized by Forbes as one of America’s Top Next-Gen Wealth Advisors.2

Growing up in a business-focused family, Jake was exposed at an early age to the need for sound financial planning. He set his sights on a career in wealth management and attended the University of Connecticut, where he earned a B.A. in Economics. Prior to joining J.P. Morgan, he was at Wells Fargo Advisors, and previously held internships with the New York Yankees, IMG and Monarch Business & Wealth Management.

Jake resides in Armonk, NY with his wife Kate and their daughter, Abigail.

1.Barron’s Top 100 Teams is a ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The teams listed specialize in managing wealth on behalf of individuals and families, as opposed to large organizations and companies. An increasing number of these teams provide services extending beyond investment management: estate planning, taxes and philanthropy.
2.The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.
3. SHOOK Research considered advisors born in 1980 or later with a minimum 4 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.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Equal Housing Opportunity logo

J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.