Jacob WebbJacob Webb, CFA®, CAIA®Executive DirectorWealth Advisor
LinkedInAwards and Industry Recognition
Forbes
About Jacob
Jacob Webb is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a managing partner of The Andrews Luther Webb Group, he and his team deliver customized investment strategies and holistic wealth planning advice to a diverse range of clients and their multi-generational families, tailoring the strategies to help them achieve their own personalized long-term goals.
Jacob is responsible for the team's investment analysis and research, and directs the trading and portfolio administration for the team. He conducts equity and fixed income research and assists with the construction of clients' goals-based wealth plans.
Jacob and his team leverage the breadth and expertise of J.P. Morgan to provide a broad range of wealth management services, such as fee-based fiduciary asset management, tax-efficient income strategies, lending and liability management, banking services, trust & estate planning, corporate trustee services, concentrated stock management, alternative investments, life & long-term care insurance and mortgages.
Prior to joining J.P. Morgan in 2019, Jacob was a First Vice President and Portfolio Manager at Merrill Lynch for more than 11 years. He is a graduate of Florida State University, where he earned a B.S. in Finance. Jacob holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst® (CAIA®) designations.
A native of Houston, Texas, Jacob is married and resides in Wellington. He is actively involved in his community as past-president of the Rotary Club of West Palm Beach.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many 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 Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowNavigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read NowWhat is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read NowHow to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read NowThe 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read NowCommon financial milestones women experience throughout their lives
March 25, 2025Many 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 NowHow to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowThe potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read NowThe bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now