James JacobJames JacobManaging DirectorWealth Advisor
About James
James Jacob is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
With over 38 years of investment experience, he brings an understanding of the marketplace to his clients, most of whom have remained loyal for over 20 years.
Prior to joining J.P. Morgan in early 2010, James was a Senior Vice President and Director's Council member at Citi Smith Barney for 21 years, serving both in the Institutional Fixed Income Group and the Corporate Client Group. Previously, James served as Senior Vice President at Drexel Burnham Lambert (1987-1989), and at Johnston, Lemon and Company (1980-1987).
James is a member of the National Association of Stock Plan Professionals (NASPP), an industry trade group for equity compensation plan managers. He holds the FINRA Series 3, 7, 24 and 65 securities licenses and state registrations in all 50 states. James is a Futures Commission Merchant Associate (Series 3), and holds a Virginia Insurance license.
In his personal life, James is the past President of the Alexandria Library Company, which was founded by George Washington. He is also past Chair, Leadership Giving at St. Stephens and St Agnes School, past vestryman, St Paul's Church, and founding Board Member, Alexandria Red Cross Waterfront Festival. Additionally, James is a national and international championship yacht racer and has coached youth lacrosse. He resides in Alexandria, Virginia with his wife, Barbara, and two children.
Insights
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
How advances in artificial intelligence may change health care
January 5, 2026Artificial intelligence has the potential to transform health care, and drug discovery and diagnostics are two areas that could benefit. Learn more here.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowWhat the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read NowExpansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read NowWhat to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowHow to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowHow advances in artificial intelligence may change health care
January 5, 2026Artificial intelligence has the potential to transform health care, and drug discovery and diagnostics are two areas that could benefit. Learn more here.Read NowFour beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowWhen does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowSelecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowProviding for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now