Jacob WatkinsJacob WatkinsClient Associate
About Jacob
Jacob Watkins is a Client Associate with J.P. Morgan Wealth Management. Working with Kevin Baker, he provides operational and account maintenance support for high-net-worth individuals (and their families). Jacob is responsible for managing all operational aspects for the team as well as conducting due diligence, onboarding procedures, executing trades and preparing financial reports. He has a reputation for managing day-to-day activities in a steady and experienced manner. Jacob is a graduate of Illinois State University and has worked in the financial services industry since 2010, first joining Chase Bank before moving to J.P. Morgan in 2015. He holds FINRA Series 7 and 66 licenses.
Insights
Investing
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Wealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
Economy
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Real Estate
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now
Outlook
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
Wealth Planning
Four mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
Retirement
3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Outlook
Does it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read NowInvesting
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowWealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowOutlook
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowEconomy
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowReal Estate
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read NowOutlook
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowWealth Planning
Four mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read NowRetirement
3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowOutlook
Does it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read Now
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