Sergio Akselrad Top Executive

I am a Managing Director and Wealth Partner in the Miami office of J.P. Morgan Wealth Management. I provide holistic advice that helps high net worth individuals and families preserve, manage and build their wealth. As a trusted advisor, I design and deliver goals-based portfolio management, lending, and trust and estate wealth advisory strategies.

Prior to joining J.P. Morgan, I was a Managing Director and Private Wealth Advisor at Goldman Sachs. I began my career there in wealth management in 1990, following my graduation from Columbia Business School with an MBA.

I am involved in my local community and have served as a member of several philanthropic boards and social organizations. My wife and I live in Coral Gables, FL with our three children.

Invests into

Industry: Financial Services
Headquarters: Miami, Florida
Firm Id: 1999975204
Logo-Text: companies/Sergio Akselrad.png
Followers: 766
Title: Managing Director | Wealth Partner
Company: JP Morgan Chase
Company Website: https://jpmorgan.com
Company Linkedin: https://www.linkedin.com/company/jpmorgan/
Company Founded In: 1799
Company Size: 10001+
Current Job Duration: 8 yrs 1 mo
Country: United States
Work Experience: Title: Managing Director | Wealth Partner Company: J.P. Morgan Chase Company URL: https://www.linkedin.com/company/jpmorgan/ Industry: Financial Services Company Size: 10001+ Location: Miami Country: None Employment Type: None Start At: 06-2018 Ends At: Present Description: If you would like to contact me, please do so at sergio.akselrad@jpmorgan.com. “J.P. Morgan Wealth Management” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. (“JPMC”) and its subsidiaries worldwide. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (“JPMS”), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co. INVESTMENT PRODUCTS: • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE JPMC, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.jpmorgansecurities.com/pages/am/securities/legal/important-information-linkedin © 2020 JPMorgan Chase & Co. All rights reserved Title: Managing Director | Private Wealth Advisor Company: Goldman Sachs Company URL: https://www.linkedin.com/company/goldman-sachs/ Industry: Financial Services Company Size: 10001+ Location: Miami Country: None Employment Type: None Start At: 08-1990 Ends At: 06-2018 Description: None
Education: School: Columbia Business School Degree: MBA, finance Activities: None School: Columbia College, Columbia University Degree: BA, Economics Activities: None
Headline: Managing Director | Wealth Partner at J.P. Morgan Wealth Management
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