Jacob PottschmidtJacob Pottschmidt
Wealth Advisor

"As part of The Miller Group, I create tailored strategies from J.P. Morgan’s vast array of resources to help meet each client’s specific investing and lending needs."

Awards and Industry Recognition

Forbes

Top Next-Gen Wealth Advisors Best-In-State
2022

About Jacob

Jacob Pottschmidt is a Wealth Advisor with The Miller Group at J.P. Morgan Wealth Management. He provides comprehensive wealth management services to high-net-worth individuals and families, corporate executives and small business owners.

As part of The Miller Group, Jacob creates tailored strategies from J.P. Morgan's vast array of resources to help meet each client's specific investing and lending needs. He provides goals-based planning that guides clients to preserve and grow their wealth.

Jacob begins by listening to clients' concerns, and to what they want to achieve. Drawing on his quantitative background, he determines each client's investment profile and builds portfolios that are individualized and factor in tolerance for risk.

Jacob joined J.P. Morgan in 2016 from J.P. Morgan Private Bank, where he also provided wealth management solutions for the firm's wealthiest clients, with a focus on the hedge fund and trading industry. Before then, he was with J.P. Morgan as an Audit Analyst, charged with testing critical business controls to ensure regulatory compliance while maintaining business efficiencies. He began his career at The Ford Motor Company, where he helped create financial models for manufacturing investments.

Continuing a family legacy, Jacob graduated from The Ohio State University, where he earned a Bachelor of Science in Business Administration with a concentration in Finance. An avid reader, he is a devoted student of economics and the markets.

Originally from Columbus, Ohio, Jacob developed his leadership skills early as the eldest of three siblings. He is an Ambassador for All Chicago, and in his free time, he enjoys NCAA athletics and running.

Insights

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