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
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
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Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowFiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now