About Sergio

Sergio is a Managing Director and Wealth Partner in the Miami office of J.P. Morgan Wealth Management. He advises high-net-worth individuals and families on all aspects of wealth management. As a testament to his client focus, Sergio was recognized by Barron's as a Top 1,200 Financial Advisor in 2021 and 2020 and by Forbes as a Best-In-State Wealth Advisor in 2021 and 20201.

He has a B.A. in Economics from Columbia University, an M.B.A. from Columbia University, and over thirty years of investment experience. Sergio was a Managing Director in private wealth management at Goldman Sachs prior to joining J.P. Morgan.

He has served as a member of the following philanthropic boards: University of Miami Sylvester Comprehensive Cancer Center Founders Society, Phillip and Patricia Frost Museum of Science, and Miami Waterkeeper. Sergio lives in Coral Gables with his wife and three children.

Insights

Investing

Today’s U.S. real estate dilemma: Buy, build, sell now—or wait?

September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read Now
Investing

Big market swings are tough, but staying invested is crucial 

September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read Now
Investing

Market Thoughts: Today’s key investor question is, “What’s in the price?”

September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now
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(305) 347-5896sergio.akselrad@jpmorgan.com