About Stephan

Stephan Rothe is a Wealth Advisor with J.P. Morgan Wealth Management. He joined J.P. Morgan in 2013 and was previously with Merrill Lynch Private Client Group for 15 years in the same capacity.

As a CERTIFIED FINANCIAL PLANNER™, Stephan applies a financial planning–based approach to help clients with their financial objectives.

Stephan earned his designation as a Certified Investment Management Analyst® (CIMA®), in conjunction with advanced studies at the Wharton School at the University of Pennsylvania. He is also a Certified Private Wealth Advisor® (CPWA®), a designation he earned at the University of Chicago Booth School of Business. Both designations are conferred by the Investment Management Consultants Association®.

He earned his B.A. at the University of Denver and his J.D. from New York Law School.

Stephan is a member of the Financial Planning Association, the Estate Planning Council of Northern New Jersey and the New York Historical Society.

He lives in Allendale, New Jersey, with his wife and two daughters.

CIMA® and Certified Investment Management Analyst® are registered trademarks owned by the Investments & Wealth Institute™ CPWA® and Certified Private Wealth Advisor® are registered trademarks owned by the Investments & Wealth Institute™ CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.

Insights

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