
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

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What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
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The value of family engagement and governance in wealth planning
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How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
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