Mark BaumgartenMark BaumgartenVice PresidentWealth Advisor
About Mark
Mark Baumgarten is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
As a co-founder of The Baumgarten Group, he works with individuals and multigenerational families seeking prudent investment ideas to help meet their goals, both now and throughout their financial lifecycle.
The special cachet that J.P. Morgan offers is of paramount importance to Mark's clients. In addition, he brings experience across multiple market cycles, which serves as the foundation for the trust he has built and nurtured over many years.
Mark credits his listening skills, empathy, and ability to foster trusting relationships as the key factors contributing to the success he enjoys with the individuals he serves. He brings a laser focus to business-related details that impact their situation and is inspired by the positive effect his guidance has made on their lives.
His 25-plus years in wealth management are a natural outgrowth of his earlier career in special education and human resources management. Mark pivoted to financial advisory when he joined Gibraltar (now Royal Bank of Canada), where he spent nine years before transitioning to his present position at a J.P. Morgan predecessor firm in 2005.
A graduate of the University of Bridgeport, where he earned a B.A. in Philosophy, Mark obtained an M.Ed. in Educational Psychology from Montclair State University.
He is a lifelong resident of Essex County, New Jersey, where he and his wife, Grace, raised their two adult sons. Mark demonstrates his commitment to his community as a member of the board of directors for the Housing Partnership of New Jersey and as past Chair of the Fair Housing Council. He was previously involved with the Board of his town's baseball league and coached Little League baseball. In his free time, Mark enjoys golfing, reading, music, and theater.
Insights
Is a Goldilocks economy just a fairy tale?
May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read Now
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April 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan
May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now
56% of the Asian American Pacific Islander community feels confident in their retirement goals, a JPMorgan Chase survey reveals
May 16, 2024The survey gathered data from people aged 18–65 who currently have a retirement account in an effort to better understand how Asian and Pacific Islanders feel about their retirement plans and what barriers they may be facing.Read Now
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May 15, 2024The latest Eye on the Market reviews agriculture from an investor’s perspective, including agricultural price inflation, equity investments in agriculture and farmland ownership.Read Now
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May 13, 2024History has shown that elections can have a minimal effect on the stock market in the long run. However, there are often implications for investors. Here’s what we believe you should know.Read Now
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May 10, 2024As earning season winds down, here’s what we’ve picked up.Read NowIs a Goldilocks economy just a fairy tale?
May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read NowTesting the five big insights of our 2024 Outlook
May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read NowApril 2024 CPI Report: Inflation Is Trending In The Right Direction | J.P. Morgan
May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read Now56% of the Asian American Pacific Islander community feels confident in their retirement goals, a JPMorgan Chase survey reveals
May 16, 2024The survey gathered data from people aged 18–65 who currently have a retirement account in an effort to better understand how Asian and Pacific Islanders feel about their retirement plans and what barriers they may be facing.Read NowYou’ve decided to share your wealth with family. Now what?
May 15, 2024You 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 NowEye on the Market: Animal farm
May 15, 2024The latest Eye on the Market reviews agriculture from an investor’s perspective, including agricultural price inflation, equity investments in agriculture and farmland ownership.Read NowIntroduction to succession planning for business owners
May 15, 2024A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowElection year investing jitters? Considerations that could set you at ease
May 13, 2024History has shown that elections can have a minimal effect on the stock market in the long run. However, there are often implications for investors. Here’s what we believe you should know.Read NowHeard on the Street: 5 things we’ve learned from Corporate America
May 10, 2024As earning season winds down, here’s what we’ve picked up.Read Now