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

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

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Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
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