Jacob Tkachuk
Internal Client Advisor at J.P. Morgan Asset Management
- Role
- Internal Client Advisor at J.P. Morgan Asset Management
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Internal Client Advisor
Dec 2023 — Present · Chicago, IL, US
Partner strategically with the External Client Advisor to achieve territory sales objectives• Support DC plan advisors in portfolio construction and asset allocation, leveraging JPMorgan’s wide array of investment products and analytical tools• Communicate market insights and firm thought leadership to help advisors navigate evolving capital market conditions• Deliver high-quality client service by prioritizing responsiveness, personalized solutions, and a proactive client-first approach• Achieved #2 ranking vs. peers by territory flows in 2024Content is intended for institutional/wholesale/professional clients and qualified investors only (not for retail investors) as defined by local laws and regulations. J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide (collectively “JPM”).Opinions and comments may not reflect those of J.P. Morgan or its affiliates. Content is intended for US audience only, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy specific to any individual investor’s needs. Posts relating to J.P. Morgan Funds are for informational purposes only, not a specific recommendation/solicitation of J.P. Morgan Funds, investors should ensure they understand key risks and consult a retail financial representative before making any investment decisions (including investing in a Fund or strategy).JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills, awards or Rankings are not indications of future results.\"Likes\",\"Favorites\", shares or similar functionality should not be considered an endorsement of JPM products or services. Additional disclosures and important information, can be found here: https://am.jpmorgan.com/us/en/asset-management/per/site-disclaimer/
Education
Oak Lawn Community High School
High School
2008 — 2012
Illinois State University
Bachelor of Science (BS)
2012 — 2016
Skills
- Illustrator
- Photoshop
- Powerpoint
- Windows
- Customer Service
- Microsoft Office
- Microsoft Excel
- Microsoft Word
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