Jay Canell

Jay Canell

Formal First Name

Jay Canell, Managing Director and Wealth Partner at J.P. Morgan Wealth Management, has vast knowledge and experience in all equity investments with areas of focus which include portfolio analysis, structured products and mutual fund diversification. He also provides credit access to The Canell Group clients through lending, mortgages, debt refinancing, HELOCs and other credit line strategies. Prior to joining J.P. Morgan, Jay was a Managing Director and Chairman’s Council member at Morgan Stanley, Senior Vice President of Investments at Oppenheimer, and Financial Advisor at Lehman Brothers. Throughout his career, Jay has consistently earned recognition from various financial periodicals such as Forbes, Barron’s, and Financial Times. Jay also serves on numerous nonprofit and philanthropic organizations such as The David B. Falk College of Sport and Human Dynamics at Syracuse University, The Riley Sandler Foundation, and The Pediatric Cancer Foundation.

Professional Experience

Academic History

Awards and Recognitions

  • Morgan Stanley's Chairman's Council
  • Forbes America's Top Wealth Advisors, 2016–2020
  • Forbes Best-in-State Wealth Advisors, 2019–2020
  • Barron's Top 1,200 Financial Advisors, 2009–2013, 2015–2020
  • Financial Times Top 400 Financial Advisors, 2013, 2016, 2018
  • Westfair Communication's Top Wealth Advisor in Fairfield and Westchester Counties, 2018–2019

Community Involvement

  • S.C.O.P.E.
  • The David B. Falk College of Sport and Human Dynamics, Syracuse University
  • The Riley Sandler Foundation
  • The Pediatric Cancer Foundation
  • My Money Workshop
  • The Athletes vs. Crohn's & Colitis Organization
  • Willow Ridge Country Club