
Jacob WebbJacob Webb, CFA®, CAIA®Executive DirectorWealth Advisor
Awards 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

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Why cash flow forecasting and succession planning matter
April 23, 2025As 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 Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
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Building up: How we see infrastructure investment expanding
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