Jesus CabreraJesus CabreraManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Jesus
Jesus Cabrera (J.C.) is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
J.C. works with multi-generational families and sophisticated, ultra-high-net-worth individuals, guiding them in preserving their wealth and establishing a meaningful philanthropic legacy. He delivers J.P. Morgan's institutional-caliber advice, intellectual capital and market knowledge to help design a strategic wealth management plan.
As a founder of The Fernandez Cabrera Group, J.C. forges strong relationships and creates customized investment strategies for his clients, including formulation and implementation of asset allocation strategies, investment management, and alternative assets.
J.C. has earned the Chartered Financial Analyst® (CFA®) designation, and draws from his background as an analyst, portfolio manager and strategist to develop a long-term plan to assist his affluent client base in pursuing their goals. He is intimately familiar with the challenges and opportunities they face, and he offers investment approaches to address their needs in changing economic environments.
In a career that spans three decades, J.C. was a Senior Vice President and a Senior Portfolio Manager at UBS before joining J.P. Morgan in 2023. Earlier, he was a Senior Portfolio Manager at Bernstein Global Wealth Management, where he was an active member of the firm's Private Client Investment Policy Group. Previously, he oversaw a multi-billion-dollar portfolio at Scudder Investments and led a multi-generational family office and the trust department of a regional bank in Florida.
J.C. graduated from the Wharton School at the University of Pennsylvania, where he earned a B.S. in Economics with a concentration in Finance. He also holds an M.B.A. from the University of Chicago Booth School of Business.
He and his wife, Liana, reside in Coral Gables, Florida.
Insights
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April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
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March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now