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 Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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