Awards and Industry Recognition

Barron's

Top 1,200 Financial Advisors
2021 • 2020

Forbes

Top Wealth Advisors Best-In State
2025 • 2024 • 2023 • 2022 • 2021 • 2020
Top Wealth Management Teams Best-In-State
2025

About Sergio

Sergio Akselrad is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.

He advises high-net-worth individuals and families on all aspects of wealth management. Sergio has a B.A. in Economics from Columbia University, an M.B.A. from Columbia University, and over thirty years of investment experience. He was a Managing Director in private wealth management at Goldman Sachs prior to joining J.P. Morgan. Involved in the community, Sergio 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. He lives in Coral Gables with his wife and three children.

Insights

Markets and Economy

Investing in equities? 3 key questions to consider

September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
Outlook

August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?

September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Wealth Planning

Retirement and estate planning for unmarried couples

September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
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