Executive Director Senior Municipal Credit Analyst
Paul Jacobson serves as a senior Municipal Credit Analyst in J.P. Morgan’s Private Bank - Fixed Income Currency and Commodities division. In this role, he leads the development of credit focused ideas on the Municipal Bond Sales and Trading desk.
Prior to joining J.P. Morgan, Mr. Jacobson worked at Lord Abbett in the municipal bond department as a trader and analyst on the national and high yield municipal bond funds (2003 – 2010). He also served on the Morgan Stanley Wealth Management and Institutional Municipal Sales & Trading desks as a municipal credit analyst (2010 – 2016), covering Puerto Rico, Tobacco and other municipal high yield and distressed debt special situations. He recently held a senior publishing role in UBS’ CIO Research department, covering public finance, mainly Puerto Rico and Tobacco.
Paul obtained his Bachelors of Science from Indiana University as well as an MBA in Business Economics and Finance from Fordham University’s Gabelli School of Business. He holds series 7 and 63 licenses.
Paul resides in New York City with his wife, Wendy, their son and dog Kingston.
Learn more about becoming a J.P. Morgan Private Bank client.Please tell us about yourself, and our team will contact you.
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
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 control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.