Aubrey RosenthalAubrey RosenthalVice PresidentRelationship Manager
About Aubrey
Aubrey Rosenthal is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
Aubrey brings more than two decades of experience to her role with The Phil Scott Group, closely attuned to the needs and interests of an accomplished clientele. She builds genuine relationships with high-net-worth individuals and families, grounded in her desire to make clients' lives easier, simpler and more fulfilling.
Within the team, Aubrey oversees a number of administrative and operational functions. Her responsibilities include addressing inquiries, handling ad-hoc requests and special projects, and connecting clients and their families to a suite of integrated capabilities. Diligent by nature, she strives to exceed expectations, welcoming the opportunity to demonstrate how much she values each person through her attentiveness and care.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Aubrey served in a parallel capacity with First Republic Private Wealth Management. Her experience also includes more than 18 years with Merrill Lynch. She began her financial services career in 2004 with Fidelity Investments, where she was a 401(k) specialist.
Aubrey earned her B.A. in International Politics from The George Washington University.
Active in her community, Aubrey volunteers regularly for the high school basketball booster club and for various community arts events, such as the annual Lantern Festival and March of the Vegetables.
Originally from New Hampshire, Aubrey has lived in Washington State since 2005. An outdoor enthusiast, she enjoys mountain biking and hiking.
Insights
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What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read NowHow you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowProximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowHow to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowThe quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
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January 15, 2026It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowSelling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowDecember 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read NowWhat the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now