Kellen MacDonaldKellen MacDonald, CRPC®Vice PresidentWealth Advisor
About Kellen
Kellen MacDonald is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
With more than a decade of wealth management experience, Kellen is keenly aware of the opportunities and challenges inherent in effectively growing, preserving and transferring substantial assets. He implements customized wealth management strategies designed with each individual's specific needs and aspirations in mind.
A Chartered Retirement Planning CounselorSM, Kellen enjoys helping clients develop their own vision of success, and values building relationships to last for— and transcend—generations. He couples the resources of his integrated team with J.P. Morgan's global capabilities to proactively ensure that individuals stay on track to achieve their important goals.
Kellen and his team joined J.P. Morgan Wealth Management in 2023, after he served as a Vice President and Wealth Manager at First Republic since 2018. He previously worked at Merrill Lynch as a Private Wealth Analyst, and at Morgan Stanley as a Financial Planning Associate.
Kellen earned a B.A. in Economics from Boston College, where he competed as a member of the NCAA Division I Track & Field team. He holds FINRA Series 7 and 66 securities licenses.
Insights
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
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November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read NowPlanning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCaring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowPlanning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowHow to prepare your finances for marriage
November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowLeaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowWhy the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowThe impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now