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

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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