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Jacob Fox Email & Phone Number
Executive Director, Investment Specialist
at
J.P. Morgan Private Bank
1 work email found
@jpmorgan.com
4 phones found area 989 and 312
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Executive Director, Investment Specialist
Location
Greater Chicago Area, United States, United States
Company size
Who is Jacob Fox? Overview
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Quick answer
Jacob Fox is listed as Executive Director, Investment Specialist at J.P. Morgan Private Bank, a company with 75129 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at jpmorgan.com, phone signal with area code 989, 312, and a matched LinkedIn profile for Jacob Fox.
Jacob Fox previously worked as Director - Head of Investment Sales U.S. Central & West Regions at Deutsche Bank and Director - Senior Investment Manager for Central & Southeast Regions at Deutsche Bank. Jacob Fox holds Bachelors Degree, Finance from Michigan State University - Eli Broad College Of Business.
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{first}.{last}@jpmorgan.com
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Profile bio
About Jacob Fox
Jacob Fox is an Executive Director and Investment Specialist in the Chicago office of J.P. Morgan Private Bank. Jacob serves some of the most successful individuals and families in the Greater Midwest area, designing customized strategies that drive growth and legacy ambitions. He brings a comprehensive outlook to oversee complex balance sheets so that his clients may focus on their top priorities.Jacob views his role as an outsourced CIO to help navigate the uncertainty of financial choices—asset allocation, manager selection, short-term tactical trades and long-term thematic approaches. He serves as each client’s point person to the investment offerings of J.P. Morgan, leveraging the firm’s best thinking across all public and private asset classes. For family offices and experienced investors, he serves as an extension of their advisory team, consulting on high conviction ideas, private placements or to work through sophisticated challenges. His innate gift as a storyteller enables him to impart effective and personalized guidance that facilitate an open exchange of synergistic opportunities. With an award-winning career that spans nearly two decades, Jacob is highly skilled in traditional and alternative investments, discretionary portfolio management, held-away assets, hedging strategies and private equity. Most recently, he was a Director and the Head of Investment Sales with Deutsche Bank for the firm’s Central & West regions. Previously, Jacob spent many years in senior leadership roles with Northern Trust Wealth Management. He joined J.P. Morgan to couple the strength of his differentiated capabilities with the global financial resources of an industry leader.Jacob earned a B.S. in Finance from the Eli Broad College of Business at Michigan State University. While in school, he interned with Morgan Stanley, which brought him to Chicago and ignited his passion for high-net-worth investment management.
Listed skills include Asset Allocation, Portfolio Management, Wealth Management, Investments, and 32 others.
Current workplace
Jacob Fox's current company
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J.P. Morgan Private Bank
10 roles
Jacob Fox work experience
A career timeline built from the work history available for this profile.
Executive Director, Investment Specialist
Current- J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments &.
- NOT A DEPOSIT
- NOT FDIC INSURED
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NO BANK GUARANTEE
- MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or.
Jul 2021 - Present
Director - Head Of Investment Sales U.S. Central & West Regions
In addition to serving as a Senior Investment Manager for both UHNW individuals and Family Offices, I also oversaw and managed the investment partners in our LA, San Francisco, Chicago and Miami offices.
Aug 2020 - Jun 2021
Director - Senior Investment Manager For Central & Southeast Regions
Jacob provided a single point of contact for clients to access the entire suite of investment insights and solutions by Deutsche Bank’s Wealth Management Chief Investment Office including advice around long-term thematic investment opportunities, short-term tactical trades, strategic asset allocation, location and manager selection. Jacob’s team employed a.
Nov 2018 - Aug 2020
Senior Investment Officer - Senior Vice President
As a Senior Investment Officer, I oversee a team of 10 investment partners managing a collective book of over $5 billion in AUM. My responsibilities include investment compliance oversight, driving the adoption of investment best practices and how to effectively deliver holistic Goals Driven Wealth Management for clients. In addition to my management.
Jan 2018 - Oct 2018
Senior Portfolio Manager - Ultra High Net Worth Team
- Advise and/or coordinate investment activities across a client base of complex ultra-high net worth clients (AUM = $6 billion, Avg size client = $100 million).- Maintain consultative relationship providing advice on entire portfolio program (asset allocation, manager selection and due diligence) including held away assets where Northern Trust does not.
Mar 2014 - Dec 2017
Regional Director Of Goals Driven Investing & Senior Portfolio Manager, Vice President
- Regional Director for Northern Trust's Goals Driven Investing program- Sr. Portfolio Manager, managing investment relationships for high net worth individuals, foundations and trusts within Northern Trust's Wealth Management divisionRegional Director of Goals Driven Investing:- Serve as a subject matter expert in Northern Trust's Goals Driven Investing.
Jan 2013 - Mar 2014
Portfolio Manager
Manage both fiduciary & discretionary portfolios for high net-worth individuals & families in Private Client Services/Wealth Management Group. Portfolio management responsibilities include asset allocation, location, cash flow management, stock selection for managed equities (primarily Large Cap) and utilization of both Northern’s proprietary & open.
Jul 2007 - Dec 2012
Investment Associate
Assisted Sr. Portfolio Managers with all aspects of relationships in the Private Client Services / Wealth Management Group.
Jun 2005 - Jul 2007
Portfolio Accounting Analyst
Performed daily audit and valuation for a number of Northern's large corporate client's 401k and Pension Plans. Developed a deep understanding of institutional investment programs and financial accounting.
Dec 2003 - May 2005
Team & coworkers
Colleagues at J.P. Morgan Private Bank
Other employees you can reach at jpmorgan.com. View company contacts for 75129 employees →
孟
孟新树
Colleague at J.P. Morgan Private BankHenan, China, China
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FS
Farhan Sayed
Colleague at J.P. Morgan Private BankMumbai, Maharashtra, India, India
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MD
Marysabel Diaz
Colleague at J.P. Morgan Private BankGeneva, Geneva, Switzerland, Switzerland
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MM
Mullins Margot
Colleague at J.P. Morgan Private BankLawrenceville, Georgia, United States, United States
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BB
Bryan Beloff
Colleague at J.P. Morgan Private BankWindermere, Florida, United States, United States
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AU
Adnan Usmani
Colleague at J.P. Morgan Private BankHouston, Texas, United States, United States
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CR
Chris Rapach
Colleague at J.P. Morgan Private BankWalled Lake, Michigan, United States, United States
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TA
Tracy Allen
Colleague at J.P. Morgan Private BankGarland, Texas, United States, United States
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YK
Yuliya Kazheunikava
Colleague at J.P. Morgan Private BankWarsaw, Mazowieckie, Poland, Poland
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GB
Greg Boester
Colleague at J.P. Morgan Private BankNew York, New York, United States, United States
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孟新树
Colleague at J.P. Morgan Private BankHenan, China, China
View →
FS
Farhan Sayed
Colleague at J.P. Morgan Private BankMumbai, Maharashtra, India, India
View →
MD
Marysabel Diaz
Colleague at J.P. Morgan Private BankGeneva, Geneva, Switzerland, Switzerland
View →
MM
Mullins Margot
Colleague at J.P. Morgan Private BankLawrenceville, Georgia, United States, United States
View →
BB
Bryan Beloff
Colleague at J.P. Morgan Private BankWindermere, Florida, United States, United States
View →
AU
Adnan Usmani
Colleague at J.P. Morgan Private BankHouston, Texas, United States, United States
View →
CR
Chris Rapach
Colleague at J.P. Morgan Private BankWalled Lake, Michigan, United States, United States
View →
TA
Tracy Allen
Colleague at J.P. Morgan Private BankGarland, Texas, United States, United States
View →
YK
Yuliya Kazheunikava
Colleague at J.P. Morgan Private BankWarsaw, Mazowieckie, Poland, Poland
View →
GB
Greg Boester
Colleague at J.P. Morgan Private BankNew York, New York, United States, United States
View →
2 education records
Jacob Fox education
Bachelors Degree, Finance
Michigan State University - Eli Broad College Of Business
Education record
Nouvel Catholic Central
FAQ
Frequently asked questions about Jacob Fox
Quick answers generated from the profile data available on this page.
What company does Jacob Fox work for?
Jacob Fox works for J.P. Morgan Private Bank.
What is Jacob Fox's role at J.P. Morgan Private Bank?
Jacob Fox is listed as Executive Director, Investment Specialist at J.P. Morgan Private Bank.
What is Jacob Fox's email address?
AeroLeads has found 1 work email signal at @jpmorgan.com for Jacob Fox at J.P. Morgan Private Bank.
What is Jacob Fox's phone number?
AeroLeads has found 4 phone signal(s) with area code 989, 312 for Jacob Fox at J.P. Morgan Private Bank.
Where is Jacob Fox based?
Jacob Fox is based in Greater Chicago Area, United States, United States while working with J.P. Morgan Private Bank.
What companies has Jacob Fox worked for?
Jacob Fox has worked for J.P. Morgan Private Bank, Deutsche Bank, Northern Trust Wealth Management, Northern Trust Asset Management, and Northern Trust Corporation.
Who are Jacob Fox's colleagues at J.P. Morgan Private Bank?
Jacob Fox's colleagues at J.P. Morgan Private Bank include 孟新树, Farhan Sayed, Marysabel Diaz, Mullins Margot, and Bryan Beloff.
How can I contact Jacob Fox?
You can use AeroLeads to view verified contact signals for Jacob Fox at J.P. Morgan Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Jacob Fox attend?
Jacob Fox holds Bachelors Degree, Finance from Michigan State University - Eli Broad College Of Business.
What skills is Jacob Fox known for?
Jacob Fox is listed with skills including Asset Allocation, Portfolio Management, Wealth Management, Investments, Equities, Alternative Investments, Asset Management, and Mutual Funds.
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