Charles RodgersCharles Rodgers, CFA®
Executive Director
Wealth Advisor

"Having honed our family-office approach during decades together, we can now deliver an extra measure of the exceptional service available at J.P. Morgan—widely respected for its integrity and fortress balance sheet. Here, we have a wealth of resources with easy access to banking and trust professionals. Working hand-in-hand with our firm’s specialists and our clients’ trusted advisors, we seek to provide excellent wealth management to clients, for generations to come."

About Charles

Charles Rodgers is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

Charles brings clients more than 25 years of extensive investment experience. Prior to joining the firm in 2023, he spent two years with his colleagues in a similar leadership role at First Republic. Before that, he was a Regional Chief Investment Officer at Abbot Downing, a boutique division at Wells Fargo, where he led the Asset Management group on the West Coast for most of his 13 years there. From 1998 through 2007, he was the Chief Investment Officer at Northern Trust in Miami.

A highly-skilled investment professional, Charles is respected by clients and the industry alike. Throughout his career, he has worked tirelessly to advance the ambitions of ultra-high-net-worth clients, streamlining the complexities and unwinding the intricacies of addressing their wealth and wishes. He measures his success strictly in terms of client outcomes, believing that his team's accomplishments can only manifest themselves through those of each client.

Charles focuses his efforts on building portfolios for successful individuals and charitable organizations. He is especially skilled in client manager research and selection, client asset allocation, portfolio construction and risk management.

Charles graduated "twice" from the University of Miami—with a B.S. in International and Comparative Studies and Political Sciences, as well as an M.B.A. with a concentration in Finance. He also holds the Chartered Financial Analyst®(CFA®) designation. Charles resides in Jupiter, Florida. He is the proud father of two children, one a freshman at the University of Miami and the other in high school at The Benjamin School.

CFA®and Chartered Financial Analyst®are registered trademarks owned by CFA Institute.



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