Brandon RosenBrandon Rosen, CFP®Investment Associate
About Brandon
Brandon Rosen is an Investment Associate with J.P. Morgan Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER™ designation, one of the most respected wealth management certifications in the industry, and draws upon this background as he leverages the firm's suite of wealth management resources to provide tailored wealth strategies to the high-net-worth clients of The Seltzer Group.
Brandon focuses on cultivating and strengthening relationships by developing holistic wealth plans for the team's client base. He oversees the team's process from strategy development through implementation. His responsibilities also include supporting the ongoing portfolio management of the team's investment portfolios.
Drawing on his financial planning background, Brandon utilizes the firm's robust banking and lending platform to provide personalized strategies to the clients' often complex needs. Above all, he works diligently to deliver an excellent client experience.
Prior to joining J.P. Morgan, Brandon attended the University of Maryland, where he earned a B.S. in Finance from the Smith School of Business. He also completed the school's distinguished Banking & Private Wealth Management Fellows Program.
Brandon currently resides in New York City. In his free time, he enjoys golf, travel and spending time with his family and friends.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
Insights
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