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James Jacob

Managing Director

James Jacob


202.585.1355

617.654-2250

james.jacob@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

About James

James Jacob is a Managing Director with J.P. Morgan Wealth Management. James focuses on three distinct lines of business:

Institutional Fixed Income
James’ fixed income business serves Registered Investment Advisors, insurance companies and banks seeking a fixed income generalist approach across a broad array of asset classes and geographic markets.

Corporate Client Services
James’ corporate clients are public and private corporations and their executives. Some of the services James provides to these clients are:

  • Equity compensation plan recordkeeping and administration
  • Deferred compensation plans
  • Retirement plans
  • Hedging and monetization strategies for executives and corporations
  • Security buyback strategies for corporations
  • Cash management services

Private Client Services
James’ private clients include corporate executives, professionals and family offices. James employs the breadth of J.P. Morgan’s services. In addition to traditional investment advice, James can assist clients with:

  • Tailored lending strategies
  • Concierge banking services
  • Foreign exchange services
  • Alternative investments

With over 38 years of investment experience, James brings his understanding of the marketplace to his clients. Most of James’ client base has 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. Prior to that, 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, an industry trade group for equity compensation plan managers. James holds the Series 24,7, 65, 3 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; 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. He has also coached youth lacrosse. James, his wife, Barbara, and two children, reside in Alexandria, Virginia.

 

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This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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