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

Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.Read Now
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