Robert Kaufman

"I provide fixed income investment services to family offices, registered investment advisors, corporations, and high-net-worth individuals."
About Robert Kaufman

Welcome

Bob Kaufman has over 25 years of financial services industry experience handling the investment needs of registered investment advisors, corporations, and high-net-worth individuals. Bob specializes in fixed income investments including municipal, investment grade, and high yield corporate securities along with other income alternatives. By working closely with clients to craft customized strategies, Bob is able to help them achieve their goals.
At J.P. Morgan Wealth Management, you benefit from both worlds: the personalized service of a boutique organization and the global resources of one of the largest and most respected financial firms in the world.

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Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
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