Eric LubinEric LubinWealth Advisor
About Eric
Eric Lubin is a Wealth Advisor with J.P. Morgan Wealth Management.
As a founding member of LBR Partners, Eric serves high-net-worth individuals and their families to support them across their wealth journey. He forges deep relationships with his clients by getting to know them, their financial situation, their family dynamics and what matters most to them.
Eric combines an institutional markets perspective with his background in stock compensation to craft wealth planning strategies designed to target the highest probability of success. His particular strength encompasses determining what his clients' needs are and then building a personalized investment portfolio that aligns with their income goals.
As one of five children, Eric believes that nothing is more important than family, and his interest in finance was spawned by his situation growing up in which there was a recognized need for sophisticated guidance in wealth planning. His career began in 2010 as a commodities trader at GFI Group LLC, and he then parlayed his financial skills into asset management at AXA Advisors and Merrill Lynch before joining J.P. Morgan in 2022.
A graduate of the University of South Carolina, Eric earned a B.S. in Business Administration from its Darla Moore School of Business.
Eric lives in Middletown, New Jersey, with his wife, Alexandra, and their two children, Miles and Zoe. In his free time, he enjoys playing golf, skiing and snowboarding, and relaxing at the beach with his family and friends.
Insights
Redefining family wealth as well-being
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October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowYour house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowParents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now