About Brendan

Brendan Ramusevic is an Investment Associate with J.P. Morgan Wealth Management.

As a key member of The Yamin Group, Brendan is focused on investment management, retirement planning, estate planning and lending services. He is responsible for preparing comprehensive financial plans and asset allocation strategies customized to the goals and needs of individual clients. Brendan has experience in selecting and recommending a wide range of equities, fixed income, options and alternative investments. He also handles the daily operational needs and account logistics.

Before moving to J.P. Morgan in 2023, Brendan was a Client Relationship Analyst at First Republic Investment Management. Previously, he was a Client Service Associate at Morgan Stanley, where he first joined the team in 2016 after completing his degree.

Brendan earned a B.B.A. in Finance with a minor in Economics from Villanova University. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now

Can markets climb the wall of worry?

January 9, 2024From government shutdown fears to surging bond yields, there’s plenty for investors to fret about – but there’s also reason for optimism.Read Now

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now