
Bruce J. MarshallBruce J. MarshallExecutive DirectorWealth Advisor
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

A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
5 things working in markets today
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Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now