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
2023 • 2022 • 2021 • 2020
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
Investing
Debt Ceiling: Déjà Vu
April 20, 2023With the government up against its spending limit, negotiations are brewing in Congress. Investors’ best move now? Stay the course.Read Now
Investing
Why 2023 may still be good for private markets
April 20, 2023As market volatility pushes down valuations, now may be the time to think about investing.Read Now
Wealth Planning
Tax deferral can sometimes be a costly mistake
April 19, 2023You could unnecessarily pay almost double in taxes if you don’t defer with care. Be sure to put the right assets in the right types of accounts.Read Now
Cybersecurity
Don't get burned by scams on your summer holiday
April 19, 2023Summer brings sun, fun and relaxation, but it can also bring scammers. When planning your vacation, be sure to leave these SPFs — scams, phonies and frauds — behind.Read Now
Wealth Planning
Looking to buy or sell a house in today’s strange U.S. market?
April 19, 2023Disruption sparked by COVID-19 looks likely to play itself out relatively soon. But each area’s story will probably be dramatically different.Read Now
Wealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2023There are a myriad of “teachable moments” buried in ordinary everyday decisions and activities that can help children develop financial awareness and a sense of responsibility.Read Now
Retirement
3 ways to stay active while in retirement
April 16, 2023Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Investing
The bull and bear cases for 2023
April 13, 2023From the global economy to stocks and bonds, investors consider the path forward for a market that’s looking much different this year than last.Read Now
Investing
3 steps you can take to maximize tax alpha
April 13, 2023Tax-loss harvesting strategies offer an efficient way to reduce your tax bill – here are three ways to keep the tax benefits coming for longer.Read NowInvesting
Debt Ceiling: Déjà Vu
April 20, 2023With the government up against its spending limit, negotiations are brewing in Congress. Investors’ best move now? Stay the course.Read NowInvesting
Why 2023 may still be good for private markets
April 20, 2023As market volatility pushes down valuations, now may be the time to think about investing.Read NowWealth Planning
Tax deferral can sometimes be a costly mistake
April 19, 2023You could unnecessarily pay almost double in taxes if you don’t defer with care. Be sure to put the right assets in the right types of accounts.Read NowCybersecurity
Don't get burned by scams on your summer holiday
April 19, 2023Summer brings sun, fun and relaxation, but it can also bring scammers. When planning your vacation, be sure to leave these SPFs — scams, phonies and frauds — behind.Read NowWealth Planning
Looking to buy or sell a house in today’s strange U.S. market?
April 19, 2023Disruption sparked by COVID-19 looks likely to play itself out relatively soon. But each area’s story will probably be dramatically different.Read NowWealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2023There are a myriad of “teachable moments” buried in ordinary everyday decisions and activities that can help children develop financial awareness and a sense of responsibility.Read NowRetirement
3 ways to stay active while in retirement
April 16, 2023Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowInvesting
The bull and bear cases for 2023
April 13, 2023From the global economy to stocks and bonds, investors consider the path forward for a market that’s looking much different this year than last.Read NowInvesting
3 steps you can take to maximize tax alpha
April 13, 2023Tax-loss harvesting strategies offer an efficient way to reduce your tax bill – here are three ways to keep the tax benefits coming for longer.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.