Awards 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
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