
Jeff OskinJeff Oskin, CFP®Executive DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Jeff
Jeff Oskin is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a co-founder of The Tabachnick Oskin Group, he delivers holistic wealth management guidance that addresses the sophisticated financial needs of wealthy individuals, families, business owners, executives and members of the private equity community.
Jeff brings more than 16 years of wealth management experience to address the complexities of significant capital. He works closely with a select group of clients to provide strategic direction for investment diversification, risk mitigation, estate planning, goals-based planning, tax planning, banking, creative lending and other long-term wealth management approaches. Jeff and his team design custom tailored portfolio recommendations—rather than relying on model portfolios—built to each client's specific needs and circumstances with an aim of maximizing tax efficiency. As a CERTIFIED FINANCIAL PLANNER® professional, he partners alongside their CPAs and other trusted consultants to help ensure the totality of their financial picture is carefully considered.
A graduate of Millikin University, Jeff holds a B.S. in Finance. He joined J.P. Morgan in 2006 for the opportunity to offer his clients the benefit of boutique- level support coupled with the quality research and fortress balance sheet of one of the most well-renowned financial companies in the world. He began his career at Rosenthal Collins Group, where he was a proprietary fixed income trader.
Jeff grew up in the suburbs of Chicago and now resides in Elmhurst with his wife, Jenna, and their four children—Maria, Eden, Emma and Owen. He plays an active role within his local community, sitting on the Executive Committee and as Treasurer of Facing Forward to End Homelessness, an organization whose mission is to provide housing and social services that empower individuals to move toward a new future. Jeff also holds a leadership position with the Elmhurst Princesses parent/child group. In his spare time, he enjoys playing golf and hockey, cooking and spending time with family and friends.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights

Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read Now
How tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read Now
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
3 ways to stay active while in retirement
April 21, 2026Staying 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 Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
Powell says 'no choice but to stay' on as Fed governor – here's what to watch for at the next Fed meeting
May 1, 2026After the Federal Reserve held rates steady for a third time at its April meeting, Chair Jerome Powell confirmed that he will stay on as a governor after his term ends in May.Read Now
How tech became everything to everyone
May 1, 2026From inflation worries to volatility spikes to the artificial intelligence (AI) buildout, investors keep leaning on tech. Earnings influence is becoming harder to ignore.Read Now
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
3 ways to stay active while in retirement
April 21, 2026Staying 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 Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
