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.

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