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
After the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read Now
September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read Now
Are you maximizing your charitable giving?
September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read Now
New York estate planning
September 17, 2025When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowAfter the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read NowSeptember 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read NowAre you maximizing your charitable giving?
September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read NowNew York estate planning
September 17, 2025When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowBusiness succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowAligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowAugust inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now