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

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
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Investing

Can today’s market volatility be turned into tax benefits?

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(305) 347-5896sergio.akselrad@jpmorgan.com