About Jacob

Jacob Watkins is a Client Associate with J.P. Morgan Wealth Management. Working with Kevin Baker, he provides operational and account maintenance support for high-net-worth individuals (and their families). Jacob is responsible for managing all operational aspects for the team as well as conducting due diligence, onboarding procedures, executing trades and preparing financial reports. He has a reputation for managing day-to-day activities in a steady and experienced manner. Jacob is a graduate of Illinois State University and has worked in the financial services industry since 2010, first joining Chase Bank before moving to J.P. Morgan in 2015. He holds FINRA Series 7 and 66 licenses.

Insights

Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.