Ian BroderickIan BroderickClient Associate
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
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Family Legacy
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
Retirement
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Wealth Planning
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Markets and Economy
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Markets and Economy
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
Markets and Economy
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
Family Legacy
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Investing
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 NowWealth Planning
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowFamily Legacy
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowRetirement
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowWealth Planning
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowMarkets and Economy
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowMarkets and Economy
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowMarkets and Economy
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 NowFamily Legacy
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowInvesting
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
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