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

What’s on the horizon for the proposed House reconciliation bill?

May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Markets

What’s on the horizon for the new House reconciliation bill?

May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family Legacy

Family wealth services: Building in a more holistic approach to wealth management

May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
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