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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May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowJ.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowHow parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read NowThe U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowKevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read NowHow to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now