
Jesus CabreraJesus CabreraManaging DirectorWealth Partner
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

What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now