About Bruce

Bruce Marshall is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.

With 35 years of experience in financial services, Bruce is highly skilled in managing assets for a diverse range of affluent individuals and families, business owners, retirees, doctors and other successful professionals. He acquired his extensive background over the course of significant market cycles, and this differentiated insight enables him to develop and implement effective strategies for building wealth and helping clients to realize their goals.

Bruce fosters strong relationships and finds it personally rewarding to help families pursue their dreams. His mission is to provide portfolio management and targeted advisory guidance, delivered with the highest level of responsiveness and professional integrity. Whether clients seek to grow and preserve their assets, require tax mitigation strategies or are interested in retirement and education planning, he works directly with each individual to create a robust investment approach that will generate a balanced portfolio.

Born and raised in Brooklyn to a hard-working family in the shadow of Wall Street, Bruce has held a lifelong fascination with the markets. He is driven by relentless tenacity and began earning and investing money when he was 13 years old. He attended Baruch College, CUNY, where he studied Finance and Economics.

Bruce began his career as an Assistant Broker at Bear Stearns in 1986. In 1994, he joined Morgan Stanley, where he remained for nearly two decades before relocating to California and ultimately joining Wells Fargo Advisors. Bruce is pleased to bring his clients the global capabilities of J.P. Morgan, an industry leader in research and asset management. He continues to serve clients located on both coasts.

Family is everything to Bruce, and when he's not working, he spends his free time with his wife, Daniela, and their two sons. He is a big sports fan and an avid reader of both fiction and non-fiction, particularly espionage novels.

Insights

Investing

Could inflation finally be peaking?

May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
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(949) 467-3986bruce.marshall@jpmorgan.com