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

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Wealth Planning

Four beneficiaries of wealth

January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
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Wealth Planning

When does it make sense for a trust to own your life insurance policy?

December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
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Family Legacy

Selecting the right assets to give to charity

December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
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