About 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

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
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