About Adam

Adam Jakubowitz is an Investment Associate with J.P. Morgan Wealth Management.

As a member of The OS Group, his responsibilities include due diligence, portfolio analysis, performance attribution and client reporting. He also serves on The OS 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 Chartered Financial Analyst (CFA®).

Adam grew up in the East Bay and currently lives in San Francisco. In his spare time, he enjoys golfing.

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

Insights

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