Robin YoshimuraRobin Yoshimura, CFA®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Robin
Robin Yoshimura is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Robin advises a select group of entrepreneurs, technology executives, family offices and other highnet-worth clients, providing them with sustained focus and a customized approach to their wealth management needs. Active in investing and private banking since 1994, he offers thoughtful analysis of the opportunities that substantial wealth can pose, supporting clients in devising a more direct path to their objectives.
Wealth creators look to Robin for his depth of experience in the equity markets. His areas of focus include tax-sensitive investment management, hedging of concentrated positions and evaluation of—and access to—alternative investments. Robin currently serves on the firm's Investment Management Asset Allocation Committee.
Robin moved to J.P. Morgan Wealth Management with his team in 2023. A nationally recognized wealth management Advisor, he previously served as a Managing Director and Wealth Manager at First Republic Private Wealth Management, where he worked for eight years. His experience also includes tenures with Credit Suisse Private Bank, where he was a Director, as well as Lehman Brothers Private Investment Management, where he was a Senior Vice President. Robin began his investment career with Morgan Stanley as a Principal. Earlier, he spent five years with GE as an Engineer.
A graduate of the Kellogg School of Management at Northwestern University, Robin earned his M.B.A. in Finance, and his B.S. in Electrical Computer Engineering from the University of Colorado. He holds the Chartered Financial Analyst®(CFA®) designation and is a member of the Los Angeles Society of Financial Analysts.
Robin remains active with his alma mater as a member of the Advisory Council for Kellogg's Asset Management Practicum, where a select group of students invest over $20m of Northwestern's endowment. Previously, he served on the Advisory Board of Northern Lights Ventures, a Seattle-based private equity firm.
Within his community, Robin serves on the board of Boys Hope/Girls Hope of Southern California.
CFA®and Chartered Financial Analyst®are registered trademarks owned by CFA Institute.
Insights
J.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read Now
Your house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read Now
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Parents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read NowJ.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowYour house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowParents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now