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 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-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 Now3 ways to stay active while in retirement
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May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowWhat is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowThreading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now