Jeff OskinJeff Oskin, CFP®Executive DirectorWealth Advisor
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About Jeff
Jeff Oskin is an Executive Director, Wealth Advisor and Portfolio Manager at 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 20 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. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
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 Secretary 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 serves as the Salt Creek Nation Treasurer within Elmhurst Princesses, a group of over 800 fathers and daughters. Jeff’s hobbies include golf, hockey, coaching, travel, and any form of live entertainment.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
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