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
2025 Outlook update: How to parse policy uncertainty
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On the rocky road to tax cuts
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March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowThe bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowWhat to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowWhat to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowOn the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read NowMarch 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read NowWealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowNavigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now