James JacobJames JacobManaging DirectorWealth Advisor
About James
James Jacob is a Managing Director with J.P. Morgan Wealth Management. James focuses on three distinct lines of business:
Institutional Fixed Income
James' fixed income business serves Registered Investment Advisors, insurance companies and banks seeking a fixed income generalist approach across a broad array of asset classes and geographic markets.
Corporate Client Services
James' corporate clients are public and private corporations and their executives. Some of the services James provides to these clients are:
- Equity compensation plan recordkeeping and administration
- Deferred compensation plans
- Retirement plans
- Hedging and monetization strategies for executives and corporations
- Security buyback strategies for corporations
- Cash management services
Private Client Services
James' private clients include corporate executives, professionals and family offices. James employs the breadth of J.P. Morgan's services. In addition to traditional investment advice, James can assist clients with:
- Tailored lending strategies
- Concierge banking services
- Foreign exchange services
- Alternative investments
With over 38 years of investment experience, James brings his understanding of the marketplace to his clients. Most of James' client base has remained loyal for over 20 years. Prior to joining J.P. Morgan in early 2010, James was a Senior Vice President and Director's Council member at Citi Smith Barney for 21 years, serving both in the Institutional Fixed Income Group and the Corporate Client Group. Prior to that, James served as Senior Vice President at Drexel Burnham Lambert (1987–1989), and at Johnston, Lemon and Company (1980–1987).
James is a member of the National Association of Stock Plan Professionals, an industry trade group for equity compensation plan managers. James holds the Series 24,7, 65, 3 and state registrations in all 50 states. James is a Futures Commission Merchant Associate (Series 3), and holds a Virginia Insurance license.
In his personal life, James is the past President of the Alexandria Library Company, which was founded by George Washington; past Chair, Leadership Giving at St. Stephens and St. Agnes School; past vestryman, St. Paul's Church; and founding board member, Alexandria Red Cross Waterfront Festival. Additionally, James is a national and international championship yacht racer. He has also coached youth lacrosse. James, his wife, Barbara, and two children, reside in Alexandria, Virginia.
Insights
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
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May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
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Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now