About Adam

Adam Jakubowitz is a Vice President and Investment Associate with J.P. Morgan Wealth Management.

As a member of the OCB Group, Adam's responsibilities include due diligence, portfolio analysis, performance attribution, and client reporting. He also serves on the OCB Group's Investment Committee, helping build customized portfolios for clients.

Adam graduated from the University of Miami with a B.S.B.A. in Finance. He began his career in 2015 at Fisher Investments as a Client Service Associate and then moved to the Implementation department, where he helped build and maintain client portfolios. Adam joined J.P. Morgan in 2018. He holds FINRA Series 7 and 66 licenses, and is a CFA® Charterholder.

Adam grew up Lafayette and currently lives in San Francisco. He is the Treasurer of Jewish LearningWorks, which strives to elevate the field of Jewish education, and the Treasurer of YPAC Make-A-Wish Greater Bay Area, which raises money to help grant wishes of children facing critical illnesses in the greater Bay Area. In his spare time, he enjoys golfing and spending time with friends and family.

CFA®and Chartered Financial Analyst®are registered trademarks owned by CFA Institute.

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.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.