Jason RogersJason RogersManaging Director, Head of Investments and Advice, J.P. Morgan Advisors
About Jason
Jason Rogers is a Managing Director and the Head of Investments and Advice for J.P. Morgan Advisors, a division of J.P. Morgan Wealth Management.
In his senior leadership position, Jason drives business growth for the ultra-high-net-worth segment of the firm, overseeing investment products insights, advice, development and sales strategy. He partners daily with the CEO of J.P. Morgan Wealth Management, the senior leadership team, regional field leaders and Advisors, gathering market intelligence to inform product development and setting product-specific strategy and goals for each region. Jason directs a team of field-facing Investment and Product Specialists who work individually with Advisors to present clients with customized strategies, from big-picture wealth planning to esoteric private deals.
Jason's background lies at the intersection of strategy, client relations and innovation. He stays one step ahead of market trends, synthesizing a 360º view that is critical to understanding the ever-changing financial landscape. He is known as a thoughtful and collaborative leader who seeks to achieve the best outcomes for clients and colleagues alike.
Before joining J.P. Morgan in 2023, Jason was at Deutsche Bank, where he was Head of Product Platforms and Sustainable Solutions for the Americas International Private Bank. He also served as a member of the Board of Deutsche Bank's U.S. Broker-Dealer. Previously, Jason held pivotal roles at both Goldman Sachs and Thomson Reuters. In a testament to his people skills, he began his career in social work before segueing into the financial services industry.
Jason credits his liberal arts education with helping him distill issues and frame successful ideas. He holds an M.B.A. in Finance from LaSalle University of Business and a B.A. in Political Science with a minor in Black Studies from the University of Pittsburgh.
A proponent of public service, Jason is Chair of the Advisory Board of A Long Talk, which provides education on racial justice. He is also an active supporter of the Department of Africana Studies at the University of Pittsburgh.
Jason was born and raised in Brooklyn, NY, and along with his partner, Sharon, divides his time between Bucks County, PA, and his hometown. On the weekends, you can catch him watching Star Wars or listening to '90s hip-hop.
Insights
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
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What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
Gold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read Now
The Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read Now
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now
Endowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read NowInsight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowHow AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowGold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read NowThe Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowEndowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now