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The Tabachnick Oskin Group

Wealth Partners at J.P. Morgan

The Tabachnick Oskin Group

Our team offers a boutique personalized experience while leveraging the resources of J.P. Morgan, a global financial institution.


312.580.6826

21 S. Clark Street, Suite 3200
Chicago, IL 60603

Welcome

The Tabachnick Oskin Group provides tailored wealth management and investment advisory guidance to affluent individuals and families across the country. Our team offers a boutique personalized experience while leveraging the resources of J.P. Morgan, a global financial institution. With exceptional client-focused service, we tailor investment strategies to help meet each client’s goals while minimizing the risk necessary to pursue those goals. Our approach to investing incorporates best practices from the world of institutional portfolio management (asset allocation, manager selection and risk management), while our long-term strategic discipline provides a framework for investment success.

To attain our mission, every member of The Tabachnick Oskin Group serves our clients with integrity and distinction. Clients have direct access to each member of the team, who can provide tailored wealth management strategies and ensure exceptional, personalized service. Throughout the ongoing process of working with clients and managing their assets, we are supported by a team of professionals who focus on estate planning, advisory consulting services, banking, lending, tax planning and sophisticated executive investment strategies.

Meet Our Team

Click a profile to learn more about each member

Jeff Oskin, CFP®

Vice President


312.580.6825

jeff.oskin@jpmorgan.com

21 S. Clark Street, Suite 3200
Chicago, IL 60603

Matthew Lopardo

Client Associate


312.580.4373

matthew.lopardo@jpmorgan.com

21 S. Clark Street, Suite 3200
Chicago, IL 60603

CFP® and CERTIFIED FINANCIAL PLANNER are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

 

 

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

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.

Please read additional Important Information in conjunction with these pages.