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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November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowHealth care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowHow to prepare to enroll in Medicare
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November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowHow policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowHow to plan for charitable giving
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