About Stephan

Stephan Rothe is a Wealth Advisor at 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® professional, Stephan applies a wealth based approach to help clients with their financial objectives. Whether high-net worth individuals, non-profit organizations or endowments, his focus is on providing clients with strategies that align with their needs, including cash management strategies, investing, trust and estate strategies and more.

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.

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

"Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.

Insights

Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
Family Legacy

How to pass down the family vacation home

June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Markets

Is deal activity on the rise? 3 signs we see now

June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.