Jeff Oskin Advisor Headshot image

Jeff OskinJeff Oskin, CFP®
Executive Director
Wealth Advisor

"Our 15+ year partnership and long-lasting client relationships speak to the advanced level of service and attention we demand from ourselves, while our experience and world-class resources enhance the customized advice we provide in helping clients achieve their financial goals."

Awards and Industry Recognition

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

Markets and Economy

When oil jumps, household wealth guides the economy

March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now
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Wealth Planning

Wealth planning is a women’s issue

March 12, 2026While 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 Now
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Real Estate

What to know about tax-aware borrowing

March 11, 2026Individuals 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 Now
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