Jacob Pottschmidt

Jacob Pottschmidt is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management, based in Chicago, Illinois. He specializes in providing comprehensive wealth management services to affluent individuals, families, corporate executives, and successful business owners. His approach is characterized by building strong relationships with clients and their families, focusing on their unique aspirations and stories to create tailored financial strategies.12

Background and Education

Jacob graduated from The Ohio State University with a B.S. in Business Administration, concentrating in Finance. He furthered his education by earning an M.B.A. from The University of Chicago Booth School of Business. His professional journey began at The Ford Motor Company, where he developed financial models for manufacturing investments before moving to J.P. Morgan.15

Career at J.P. Morgan

Jacob joined J.P. Morgan in 2016, initially working with the Private Bank before transitioning to his current role. His experience includes providing wealth management solutions specifically for high-net-worth clients within the hedge fund and trading sectors. He has also served as an audit analyst, ensuring regulatory compliance and business efficiency.126

Recognition

Recently, Jacob Pottschmidt was recognized in Forbes' Top Next-Gen Wealth Advisors list, highlighting his influence and success within the wealth management industry.34

Personal Interests

Originally from Columbus, Ohio, Jacob is passionate about Ohio State sports and enjoys fitness activities such as working out and running.1