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

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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