The Seltzer Group at J.P. Morgan Securities

With over three decades of combined experience, we deliver comprehensive wealth management services to high-net-worth individuals, business owners and other successful professionals. By working in a conservative and long-term manner, we design investment planning strategies that help clients to grow and preserve their hard-earned capital.

With over two decades of combined experience, we deliver comprehensive wealth management services to high-net-worth individuals, business owners, and other successful professionals. By working in a conservative and long-term manner, we design investment planning strategies that help clients to grow and preserve their hard-earned capital.

As stewards of your wealth, we use a proactive and hands-on process to develop and manage tailored portfolios. Attention is paid to creating investment approaches that help weather any type of market fluctuation so that you may stay the course. Through a collaborative partnership, we function seamlessly alongside CPAs, attorneys and other outside professionals to address the totality of your financial situation.

We are proud to serve as your gateway to the full array of resources available at J.P. Morgan—strategic investments, trusts and estates, private banking, philanthropy, mortgages and credit. Our team is committed to going beyond what’s expected, and we strive to make our accessibility and responsiveness an everyday reality.

 

277 Park Avenue, 2nd Floor
New York, NY 10172
Phone: 212.272.2029

Delivering comprehensive wealth management
Our team serves the investment needs of high-net-worth individuals, business owners, attorneys and other successful professionals who have worked hard to acquire significant wealth and are looking for ways in which to make these assets work for them. For over 20 years, we have delivered investment planning strategies that help clients to grow and manage their wealth more effectively and leave a legacy for future generations.

Offering a tailored and disciplined process
We take a conservative approach that emphasizes long-term growth and preservation of capital. Our goal is to avoid the inevitable volatility of market fluctuations. Bonds play an important role in portfolio construction, and we draw on our deep experience in fixed income markets to design tailored strategies that help clients succeed amid any economic condition.

The total client experience
At The Seltzer Group, we combine the vast resources and cutting-edge technology of a premier global firm with the personalized service one would expect from an investment boutique. Our holistic and disciplined wealth management process is focused on reviewing all aspects of a client’s financial life so that we can ensure the entirety of each wealth management scenario is considered.

We draw on our seasoned experience to build and manage client portfolios. We may also work with asset managers and use ETFs and other investment vehicles when situations call for a blend of strategies.

Our investment approach is both comprehensive and seamless. As guardians of your wealth, we work alongside CPAs, attorneys and other outside professionals to address the total financial picture.

Areas of focus include:

  • Investment Strategies
  • Portfolio Management
  • Tax-Advantaged Investments
  • 401(k) Management
  • Banking, Lending, Mortgages and Credit
  • Retirement Planning
  • Trust and Estate Services
  • Generational Wealth Transfer
  • Charitable Giving

Our personal dedication to excellence
Our hands-on and proactive practice is embodied by the deep and long-lasting relationships we have built with each client. By working with a select group of individuals and their families, we are able to dedicate the time and attention required to offer high-touch service that cares for their unique needs. Through both good and challenging times, we have maintained these close ties and provided the guidance, experience, strategies and ideas to help clients stay the course.

A partnership approach
We believe that empowering individuals to pursue their financial goals provides an avenue to enhance their lives and those of their families. We are committed to managing these investments with the utmost trust and integrity. Our team is directly accessible to clients, and we welcome the opportunity to be a partner in their success.

Scott Seltzer

Managing Director

Phone: 212.272.2029

Christopher DeFelice

Vice President

Phone: 212.272.2014

Brandon Rosen, CFP®

Client Associate

Phone: 212.272.2919

Justin Kuchar

Investment Associate

Phone: 212.272.0424

Courtney Araujo

Client Associate

Phone: 212.272.2027

Specialist Resources*

Jeffrey Herman

Managing Director, Wealth Management

Phone: 212.272.7105

Jim Hilderbrandt

Eastern Banking & Lending Advisor Team Lead

Phone: 404.842.4014

*Specialist Resources can help Financial Advisors on a case-by-case client basis.

 

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (“JPMS”). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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J.P. Morgan Chase Bank N.A., Member FDIC Not a commitment to lend. All extensions of credit are subject to credit approval 

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. (“JPMC”) and its subsidiaries worldwide. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (“JPMS”), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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