Alex KaufmanAlex Kaufman, AIF®Wealth Advisor
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About Alex
Alex Kaufman is a Wealth Advisor and Portfolio Manager at 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, providing direct access to the breadth of resources at J.P. Morgan and helping clients build 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 ideas and perspectives. 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 is the long-term relationships he has built with clients and colleagues alike.
Alex has spent his entire career in financial services. He has developed an ability to simplify complex concepts and explain them in understandable terms. Alex spent seven years at Citigroup, rising to Vice President in various departments such as Corporate Treasury and Financial Analysis. Alex joined J.P. Morgan in 2022, where he couples the diversity of his background with the firm’s broad capabilities for the benefit of high-net-worth clients.
Alex holds a B.S. in Finance from Penn State University. 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 has earned the Accredited Investment Fiduciary® (AIF®) designation, which attests to his strong understanding of fiduciary duty and how to apply it to managing investments. At J.P. Morgan Wealth Management, this allows him to work with individual clients and families to the highest standards and meet the firm’s requirements for onboarding and guiding corporate retirement plans, including 401(k) and 403(b) plans.
Alex and his wife, Marissa, a special education teacher in Summit, reside in Scotch Plains with their daughter, Jordyn. They are enjoying their new role as parents and, in their free time, exploring new restaurants and spending quality time with family and friends.
Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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