Bryan LoewBryan Loew, CFP®

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.

Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.

Insights

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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