About Ian

Ian Broderick is a Client Associate at J.P. Morgan Wealth Management.

Ian provides operational and administrative support for individual and institutional clients. His responsibilities include onboarding procedures, addressing client inquiries, monitoring transactions and ad hoc requests. He enjoys building impactful relationships with clients and works diligently to deliver an excellent experience.

Ian graduated from Providence College with a B.S. in Finance and Business Management, and launched his career in 2024 at J.P. Morgan Wealth Management. He holds FINRA Series 7 and 66 securities licenses.

A Manhattan resident, Ian is a passionate Knicks and Friars basketball fan who enjoys playing tennis, snowboarding and spending time with family and friends in his free time.

Insights

Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Sustainability

Debunking the top five sustainable investing myths

April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
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