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

All eyes on DC: 3 things investors should watch

June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Cybersecurity

AI tools and your privacy: What you need to know

June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Cybersecurity

Jetting off for the season? Avoid these cybersecurity and safety pitfalls

June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
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