About James Jacob

A history of experienced guidance

As I continued to build my business among high-net-worth private investors and regional institutional investors, I discovered numerous corporate clients that could potentially benefit from innovative strategies. The result of my efforts over the course of the 1990s and the 2000s was:

  • A focus on stock option and corporate equity strategies in the mid-Atlantic states.
  • An interest rate product and credit business that spanned two continents and counterparties ranging from supra-national organizations to hometown banks.
  • A private client business that supported clients seeking thoughtful strategies.

With J.P. Morgan Wealth Management, I have returned to my small firm roots. Here I find myself surrounded by some of the most innovative individuals in the industry. Further, J.P. Morgan's fortress balance sheet helps to reassure my clients that both the firm and I will remain viable to continue working toward each client's unique goals.

Meet Our Team

Insights

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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