
Jay RottnerJay RottnerExecutive DirectorWealth Advisor
About Jay
Jay Rottner is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. He constructs and manages customized portfolios for his client base, which includes corporate executives, high-net-worth individuals, small business owners and foundations. Jay employs his extensive fixed income background to balance his clients' investments through a tactical asset allocation approach that combines both fixed income selection and various equity strategies. He mobilizes J.P. Morgan's resources, such as lending capabilities, commercial and investment banking, and alternative assets, to help guide his clients in pursuing their goals. Jay is an advisor in J.P. Morgan Wealth Management's Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client assets, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. Jay also uses Goals Based Planning for a more holistic and comprehensive approach which helps to determine the client asset allocation and risk profile is in line with their individual retirement goals.
Jay's more than 27years of investment management experience are marked by periods of extreme market volatility, and as a result, he developed a disciplined process to measure his clients' risk tolerance and to position their portfolios to both withstand and benefit from ensuing market fluctuations.
Jay received a BBA from the University of Alabama in 1992. He is active in the community having served on the Board of Directors of the William Bremen Jewish Home. He also volunteers at Northside Youth Organization and is a middle school baseball coach at Holy Innocents' Episcopal School. Jay and his wife Ali live in Sandy Springs and have two adult children Brittany and Evan. Jay enjoys college football, boating, traveling and spending time with his family.
Insights

For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now

The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now

The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now