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
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March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now