
Jeff OskinJeff Oskin, CFP®Executive DirectorWealth Advisor
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 PLANNERTM, 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® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
Insights

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June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
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The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
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June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
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May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now