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
J.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read Now
Your house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read Now
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Parents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read NowJ.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowYour house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowParents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now