Jacob WebbJacob Webb, CFA®Executive DirectorWealth Advisor
LinkedInAbout Jacob
Jacob Webb is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. As a founding member of the Andrews Luther Webb Group, he is responsible for the team's investment analysis and research, and directs the trading and portfolio administration for the team. As a testament to his leadership within the professional community, he was named to Forbes' America's Top Next-Generation Wealth Advisors list in 2018.1
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 and the Chartered Retirement Planning CounselorSM designation.
A native of Houston, Texas, Jacob is married and resides in Wellington. He is actively involved in his community as President of the Rotary Club of West Palm Beach.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
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The Fed seems clear: Control inflation at the expense of growth
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Could inflation finally be peaking?
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For you, is it a "great resignation" or just a "great reset"?
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Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now