Alex KaufmanAlex KaufmanWealth Advisor
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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
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowFinding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read NowJ.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowHelping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now