Adam JakubowitzAdam Jakubowitz, CFA®, AIF®Vice PresidentWealth Advisor
LinkedInAbout Adam
Adam Jakubowitz is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
As a member of the OCB Group, Adam works with a select group of families, entrepreneurs, executives and wealth creators who seek thoughtful guidance across their financial lives. He helps clients navigate the complexities of significant wealth through detailed planning, disciplined investment advice and coordinated execution. Drawing on J.P. Morgan's broad resources, Adam strives to provide personalized guidance through the team's white-glove, family-office service model.
Taking a holistic approach to wealth management, Adam considers investments, liquidity, lending, tax-aware strategies, assistance with estate planning, philanthropy and long-term family objectives as interconnected parts of a broader strategy. By understanding each client's balance sheet, priorities and decision-making style, he helps develop tailored recommendations designed to support near-term goals and multi-generational considerations.
Adam joined J.P. Morgan in 2018, initially working in the firm's commercial bank before transitioning to J.P. Morgan Wealth Management. He began his financial services career in 2015 at Fisher Investments, where he served as a Client Service Associate and later helped build and maintain client portfolios. Adam earned a B.S.B.A. in Finance from the University of Miami. A Chartered Financial Analyst® charterholder and Accredited Investment Fiduciary® designee, he holds the FINRA Series 7 and 66 securities licenses and is a member of the San Francisco CFA Society. Adam was a recipient of the 2024 J.P. Morgan Advisors Chairman's Award, recognizing leadership, collaboration, client engagement and community partnership.
Originally from Lafayette, California, Adam lives in San Francisco with his wife. He serves as Treasurer of Jewish LearningWorks, an organization dedicated to advancing Jewish education, and participates in YPAC Make-A-Wish Greater Bay Area, supporting children facing critical illnesses. Outside of the office, he enjoys golfing and spending time with friends and family.
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.
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