Jake Tran

Executive Director Regional Portfolio Specialist

Biography

Jake Tran is a Portfolio Specialist serving as an investment professional on Managed Investment Solutions for J.P. Morgan U.S. Wealth Management. In this role, Jake speaks directly with Portfolio Managers daily to understand the philosophy and current views across strategies. Using those insights, he helps clients establish holistic, investment portfolios that aim to achieve their unique, long-term goals and objectives. Jake also helps convey J.P. Morgan’s market views and range of managed offerings to the J.P. Morgan advisor population. As client preferences evolve, he helps develop new strategies for the Wealth Management platform.

Prior to his current role, Jake worked as a Client Portfolio Manager for Rockefeller Asset Management, after working as an equity analyst on a long-only global equity strategy, covering the global financials and real estate sectors.

Jake has FINRA Series 7 and 66 securities licenses and is also a CFA charterholder. He holds a B.S. in Business Administration with a Finance concentration from Drexel University.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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