Rob Ferrari
Head of Solutions and Practice Management
Rob Ferrari is a Managing Director and Head of Solutions and Practice Management for J.P. Morgan Wealth Management
He is responsible for enhancing the investments, lending and banking platform and wealth planning capabilities by developing new solutions and working closely with advisors to increase their impact with clients. Additionally, his team drives the advisor development and growth programs and day-to-day consultation efforts, as well as designing and implementing cross-LOB field strategy and advisor compensation for all channels across over 5,000 advisors. His partnership across Asset and Wealth Management, the Consumer Bank, Corporate and Investment Bank, Commercial and Business Bank, Auto and Home Lending helps ensure advisors and their respective clients are leveraging the best of the firm’s products, ideas and insights.
During his 19+ years with J.P. Morgan, Rob has developed an in-depth knowledge of the broader Wealth Management platform and industry across all client channels. Most recently, he led Investments and Advice for J.P. Morgan Advisors, helping set and execute on the strategic priorities for the ~470 advisor business and revolutionizing the investments platform, wealth advice and thought leadership for clients.
Prior to that, Rob led Business Management for Wealth Management Solutions and the Global Private Bank, where he spearheaded strategic business and platform initiatives across Investments, Lending, Banking and Mortgages, Trust and Estates, and Client Service. During his tenure with J.P. Morgan Wealth Management, he has led the Wealth Management Equity Trading, Syndicate and Derivatives businesses.
Prior to joining the firm Rob worked as a private client advisor at Smith Barney.
Rob holds a B.A. in Business Management with a specialization in Economics from Loyola College (MD).
LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA 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 (PDF) 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.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA, and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Please read additional Important Information in conjunction with these pages.
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