CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
offices near you
office near you
Sorry we are unable to fetch the Office nearest to you at this point. Please visit Our Offices Page to find the office closest to you.
How can we help?
Jack Plym, CFA®
Investment Specialist, Outsourced Chief Investment Office
Biography
Jack Plym is a Managing Director at J.P. Morgan with over 30 years of investment experience in asset management. As a Senior Advisor, Jack works with endowments, foundations, not-for-profit organizations and institutional families to understand their goals, provide strategic advice, and invest across a broad range of long-only and alternative investment strategies.
Prior to joining J.P. Morgan, Jack was a Portfolio Manager and Equity Research Analyst at AllianceBernstein. He managed large and all-capitalization growth portfolios, and conducted extensive research in the healthcare and financial services industries. Prior to joining Alliance, he worked in equity research at Donaldson, Lufkin & Jenrette.
Jack is a founding board member of Anchor—now Boys Hope Girls Hope—a not-for-profit organization that provides alternative educational solutions for at-risk, inner-city teenagers. He also serves on the Advisory Board of the Make-A-Wish Foundation of Metro New York, which grants wishes to children with life-threatening medical conditions.
Jack received a B.A. in Economics from Yale University and an M.B.A from Harvard Business School. He lives in New York City with his wife and two children.
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
*Required Fields
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
LEARN MORE About Our Firm and Investment Professionals Through FINRA 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.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Please read the Legal Disclaimer for key important J.P. Morgan Private Bank information in conjunction with these pages.
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
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
Not a commitment to lend. All extensions of credit are subject to credit approval.
