
Alex KaufmanAlex KaufmanWealth Advisor
About Alex
Alex Kaufman is a Wealth Advisor with J.P. Morgan Wealth Management.
As a multi-generational member of The Kaufman Baumgarten Group, Alex takes the lead in offering comprehensive wealth management to affluent individuals, business owners, C-suite executives and other driven professionals. He acts as a dedicated advocate, offering direct access to the breadth of resources at J.P. Morgan, helping transform their success into a meaningful legacy.
A native of New Jersey, Alex grew up in a financial family and has been discussing wealth strategies from a young age. This informed perspective on the value of seasoned guidance drives him to connect with like-minded individuals and share best practices and innovative ideas. Alex listens carefully to each client's scenario, serving as a sounding board to discuss their goals and aspirations. He finds that the best part of his role are the long-term relationships he has built with clients and colleagues alike.
Alex has spent his entire career in financial services, building competencies in financial analysis, business treasury, credit card services and regulatory reporting. He has gained a reputation for simplifying complex concepts and explaining them in understandable terms. Most recently, Alex spent seven years at Citigroup, rising to Vice President. Now at J.P. Morgan, he couples the diversity of his background with the firm's industry-leading platforms for the benefit of high-net-worth clients.
A proud graduate of Penn State University, Alex holds a B.S. in Finance. He credits the skills he gained in navigating this immense educational institution with his ability to deliver the scale and scope of J.P. Morgan at a small and intimate level.
Alex and his wife, Marissa, an elementary school special education teacher currently in the NYC public school system, reside in Hoboken. They enjoy exploring new restaurants and spending quality time with family and friends.
Insights

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Weathering retirement and estate planning headwinds facing LGBTQ+ people
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Making dreams possible with David Li
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Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now