Jacob WebbJacob Webb, CFA®
Executive Director
Wealth Advisor

"We provide customized investment strategies and comprehensive wealth planning advice to multi generational families, business owners and foundations. We tailor these strategies to help our clients achieve their own personalized long-term goals."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024
Top Next-Gen Wealth Advisors Best-In-State
2024

About Jacob

Jacob Webb is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

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.

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 multigenerational families, tailoring the strategies to help them achieve their own personalized long-term goals.

Jacob and his team leverage the breadth and strength 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® designation.

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

Markets

A tale of two markets: Divergence amid the post–Labor Day sell-off

September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now
Cybersecurity

Mind your business: How to keep your company cyber secure

September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
Wealth Planning

New York estate planning

September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.