Bruce J. MarshallBruce J. MarshallExecutive DirectorWealth Advisor
LinkedInAbout 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
Digesting the Fed’s ‘pause’
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100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now