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

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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