James JacobJames Jacob

Managing Director

Wealth Advisor

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.