Bryan LoewBryan Loew, CFP®Executive Director, Head of Securities-Based Lending Product Strategy
About Bryan
Bryan Loew is an Executive Director and the Head of Securities-Based Lending Product Strategy covering the JPMA and CWM businesses at J.P. Morgan Wealth Management.
Bryan develops and implements securities-based lending strategies for Advisors and their high-net-worth clients. His focus is on taking a planning approach to help clients address their complex wealth management needs. He draws on more than two decades of experience to leverage the vast array of products and resources available through J.P. Morgan's global platform.
Before joining J.P. Morgan in 2021, Bryan was the Head of Internal Wholesalers at TD Wealth, where, in his national role, he led lending, planning, and trust and estate sales for the firm's private client business. Previous roles include Manager of National Sales and Service at TD Private Client Group and Private Banker/Vice President at TD/Commerce Bank Wealth Management. He began his career in the Management Development Program at Commerce Bank in 2002.
Bryan is a graduate of Rutgers College, where he earned a B.A. in Economics. He holds an M.B.A. in Finance and Marketing from Rutgers Business School, along with FINRA Series 7 and 63 securities licenses. Bryan is a CERTIFIED FINANCIAL PLANNER® professional.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWhat happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
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June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read NowWhat is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowThe IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read NowAI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowWhat to expect at Kevin Warsh’s first Federal Reserve meeting as chair: 3 things to watch for when the FOMC meets in June
June 8, 2026The June FOMC meeting will be Kevin Warsh's first as chair. His communication style and handling of the policy statement may offer early signals about how he plans to lead the Federal Reserve moving forward.Read Now