Jeffrey RozenbergJeffrey RozenbergExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Jeffrey
Jeffrey Rozenberg is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Jeffrey brings deep skillsets in supporting the intricate needs of corporate executives and high-net-worth individuals as an Executive Director with The Wentzheimer Group. He joined the team in 2015 and has been instrumental in helping clients unwind complexities in their wealth management while optimizing goals-based strategies. Jeffrey's astute understanding of the corporate financial landscape enables him to help individuals be strategic and deliberate in their decision-making. He enjoys providing the knowledge and framework that assists each person in pursuing their unique financial vision.
Jeffrey joined J.P. Morgan Wealth Management in 2023 after serving as Managing Director and Wealth Manager at First Republic Investment Management. He joined Morgan Stanley in 2011 where he served as First Vice President and Executive Financial Services Director. Today, he applies his vast experience to help our clients with their specific investment goals around 10b5-1 plans, restricted stock, and risk management needs. Further, he addresses clients' wealth preservation and retirement goals while considering wealth transfer and income planning needs. Jeffrey's perceptive understanding of asset allocation enables him to construct portfolios that can adjust across industries and changing market cycles.
A graduate of Brooklyn College, Jeffrey earned a B.A. in Business Management and Finance.
Insights
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowHow to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read NowCommon financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowThe 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowHow to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowThe potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read NowThe bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowWhat to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowWhat to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now