Adam JakubowitzAdam Jakubowitz, CFA®, AIF®Vice PresidentRelationship Manager
LinkedInAbout Adam
Adam Jakubowitz is a Vice President and Relationship Manager with J.P. Morgan Wealth Management.
As a member of the OCB Group, Adam is a trusted partner to the families we serve, skillfully delivering J.P. Morgan's breadth of resources via a white-glove, family office service model. Developing customized solutions tailored to clients' needs, he serves clients by providing access to the full scope of the firm's industry-leading capabilities.
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 securities licenses and the AIF®certification, and is a CFA® Charterholder.
Adam grew up in Lafayette, California and currently resides in San Francisco. He is the Treasurer of Jewish LearningWorks, which strives to elevate the field of Jewish education, and part 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.
Adam was one of the 2024 J.P. Morgan Advisors Chairman's Award recipients. The award honors excellence in our field and recognize employees who demonstrate exemplary leadership, collaboration, client engagement and community partnership.
CFA® and Chartered Financial Analyst®are registered trademarks owned by CFA Institute.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
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May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
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