Jacob PottschmidtJacob PottschmidtExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Jacob
Jacob Pottschmidt is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
Jacob provides comprehensive wealth management services to highly affluent individuals and families, corporate executives, and successful business owners.
As a multigenerational member of The Miller Group, Jacob has built a reputation for his authentic nature and insight into the family dynamics that accompany substantial wealth. He begins by listening to clients' aspirations and understanding their unique stories so he may bring the relevant parts of the firm directly to them. He builds strong relationships, connecting with all family members to educate them about the responsibilities to come.
Like the other members of the team, Jacob provides goals-based planning that guides individuals toward their important ambitions. Drawing on his quantitative background, he determines each individual's profile and builds portfolios that are individualized and factor in their tolerance for risk.
Jacob joined J.P. Morgan in 2016 from the J.P. Morgan Private Bank. There he also provided wealth management solutions for the firm's wealthiest clients, with a focus on the hedge fund and trading industry. Previously, Jacob was an audit analyst with the firm, 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, earning a B.S. in Business Administration with a concentration in Finance. He holds an M.B.A. from The University of Chicago Booth School of Business. 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 ardent fan of Ohio State sports teams, and in his free time, he enjoys working out at East Bank Club and running.
Insights
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Why 2023 may still be good for private markets
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April 20, 2023With the government up against its spending limit, negotiations are brewing in Congress. Investors’ best move now? Stay the course.Read NowWhy 2023 may still be good for private markets
April 20, 2023As market volatility pushes down valuations, now may be the time to think about investing.Read NowTax deferral can sometimes be a costly mistake
April 19, 2023You could unnecessarily pay almost double in taxes if you don’t defer with care. Be sure to put the right assets in the right types of accounts.Read NowDon't get burned by scams on your summer holiday
April 19, 2023Summer brings sun, fun and relaxation, but it can also bring scammers. When planning your vacation, be sure to leave these SPFs — scams, phonies and frauds — behind.Read NowLooking to buy or sell a house in today’s strange U.S. market?
April 19, 2023Disruption sparked by COVID-19 looks likely to play itself out relatively soon. But each area’s story will probably be dramatically different.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2023There are a myriad of “teachable moments” buried in ordinary everyday decisions and activities that can help children develop financial awareness and a sense of responsibility.Read Now3 ways to stay active while in retirement
April 16, 2023Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowThe bull and bear cases for 2023
April 13, 2023From the global economy to stocks and bonds, investors consider the path forward for a market that’s looking much different this year than last.Read Now3 steps you can take to maximize tax alpha
April 13, 2023Tax-loss harvesting strategies offer an efficient way to reduce your tax bill – here are three ways to keep the tax benefits coming for longer.Read Now