Bruce BaumgartenBruce BaumgartenVice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Bruce
Bruce Baumgarten is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
He serves high-net-worth clients and families, adhering to a long-term investment philosophy that blends risk management, asset allocation and diversification. Bruce leverages the firm's thought leadership and array of resources to educate his clients and help build customized portfolios tailored to their unique set of goals and objectives. He makes adjustments, when warranted, by changes in market conditions or personal situations.
Bruce has 54 years of industry experience. After working on a trading desk upon graduating from college, he decided to pursue an investment management career. His genuine interest in people, paired with a strong work ethic and integrity, are primary components of his long record serving multi-generations of clients.
Prior to joining a J.P. Morgan predecessor firm in 2005, and transitioning to his current role in 2008, Bruce worked at Gibraltar Securities (1969-1973). He founded his own municipal bond investment banking firm, Hamilton/Cook & Company, and served as Principal and Chief Executive Officer (1973-1979). He returned to Gibraltar (now Royal Bank of Canada) from 1979-2005.
Bruce graduated from Fairleigh Dickinson University with a B.A. degree in World History. He earned a Certificate in Fundamentals of Finance and Accounting for Non Professionals from the University of Pennsylvania's Wharton School. He has volunteered with charities including The United Jewish Federation, The American Cancer Society, The Anti-Defamation League, The Cystic Fibrosis Foundation and The National Multiple Sclerosis Society. Bruce and his wife live in North Caldwell, NJ, and have a house in Manchester, VT, which they enjoy with their three adult children and six grandchildren.
Insights
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
Providing for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read Now
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowUS added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read NowShifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowProviding for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowShock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowDecember 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read NowPlanning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowDonor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read NowYour values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now