Jared Weinman

Advanced Planner, J.P. Morgan Wealth Management
Los Angeles

Jared Weinman

Advanced Planner, J.P. Morgan Wealth Management
Los Angeles
  • Wealth Management Experience Since 2016
    Jared Weinman is a Managing Director and Advanced Planner with J.P. Morgan Wealth Management. Mr. Weinman joined J.P. Morgan Wealth Management, First Republic now part of JPMorgan Chase, in 2023. He works with individuals and families on comprehensive estate and tax planning, and provides them with personalized strategies to meet their goals and aspirations. His areas of focus include pre- and post-liquidity event planning, multi-generational estate tax planning, and business succession and continuity planning. Prior to joining First Republic in 2022, worked with ultra high net worth families as a Senior Wealth Strategist at BNY Mellon Wealth Management. Prior to that he practiced tax and estate planning law in Los Angeles and Silicon Valley.
  • Education
    Mr. Weinman earned his B.A. in History from the University of Michigan – Ann Arbor and his J.D. from UCLA School of Law. Jared is a member of the California Bar.
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