Jay Halverson

Jay Halverson is a Senior Managing Director of Estate and Business Planning with J.P. Morgan Securities LLC. Mr. Halverson joined J.P. Morgan Securities LLC in 2023. Prior to joining J.P. Morgan Securities LLC, Mr. Halverson was a Senior Managing Director at First Republic since 2016. His expertise and experience center on assisting business owners with succession, exit and transition issues. He has extensive experience designing incentive compensation plans with an emphasis on making sure desired outcomes are in alignment with employee behavior and motivation patterns. Mr. Halverson began his financial services career with Standard Insurance Company. He then led Sales and Distribution for a small start-up company called Card Capture Services. Mr. Halverson helped build this company into a successful ATM processing business which was eventually sold for more than $100 million to E-Trade. He then held various leadership positions at several established and start-up businesses, including acting as COO during a crucial turnaround period for Certified Security Solutions and Managing Financial Blueprint Design, a consultancy dedicated to helping family businesses address succession and risk management issues.

Mr. Halverson earned his Bachelor of Science from the University of Oregon in Finance.