Awards and Industry Recognition

Barron's

Top 1,200 Financial Advisors
2021 • 2020

Forbes

Top Wealth Advisors Best-In State
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

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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