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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September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read NowBig market swings are tough, but staying invested is crucial
September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read NowMarket Thoughts: Today’s key investor question is, “What’s in the price?”
September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now10 tips to help you make the most of your 2022 year-end planning
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August 31, 2022Summer wasn’t exactly hunky dory for markets, but was it as bad as many investors expected it to be?Read NowWhat to expect from Jackson Hole
August 24, 2022We don’t expect a major “pivot,” but Jerome Powell could offer insight on three questions.Read NowWhat the Inflation Reduction Act could mean for the economy
August 18, 2022Sustainable goals should get a boost, but will the new law meaningfully curb inflation? Probably not.Read NowThree ways you can help your teenager make the most of a new school year
August 18, 2022It’s not too soon to plan. Start by helping your student articulate their goals for the year.Read NowRetirement planning? Even multimillionaires can run out of money
August 18, 2022Spending a standard 4% annually might put your portfolio at risk, given the prospect of lower investment returns and higher inflation.Read Now