Brendan RamusevicBrendan Ramusevic, CFP®Investment Associate
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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Family Legacy
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Wealth Planning
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Retirement
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Retirement
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Wealth Planning
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Family Legacy
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January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowRetirement
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Should I convert to a Roth IRA?
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Proximity matters: 5 things to know about the US sphere of influence
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How you may benefit from tax-loss harvesting
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New J.P. Morgan research sheds light on the wealth dialogue between generations
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