Jay RottnerJay RottnerExecutive DirectorWealth Advisor
LinkedInAbout 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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now