Sergio AkselradSergio AkselradManaging DirectorWealth Partner
LinkedInAwards 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
Wealth Planning
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December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
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Wealth Planning
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December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read Now
Wealth Planning
Fundamental estate planning considerations
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Wealth Planning
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Wealth Planning
J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read NowWealth Planning
6 strategies to consider before year-end
December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowBusiness Planning
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowWealth Planning
Communicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read NowCybersecurity
AI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowCybersecurity
How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowWealth Planning
Fundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowMarkets and Economy
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWealth Planning
What will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWealth Planning
J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read Now
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