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

Threading the needle: Where markets may be mispricing trade risk

April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
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