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Jay Rottner is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. He constructs and manages customized portfolios for his client base, which includes corporate executives, high-net-worth individuals, small business owners and foundations. Jay employs his extensive fixed income background to balance his clients’ investments through a tactical asset allocation approach that combines both fixed income selection and various equity strategies. He mobilizes J.P. Morgan’s resources, such as lending capabilities, commercial and investment banking, and alternative assets, to help guide his clients in pursuing their goals. Jay is an advisor in J.P. Morgan Wealth Management’s Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client assets, and are subject to ongoing quantitative and qualitative reviews to assess each advisor’s investment strategy. Jay also uses Goals Based Planning for a more holistic and comprehensive approach which helps to determine the client asset allocation and risk profile is in line with their individual retirement goals.
Jay’s more than 27 years of investment management experience are marked by periods of extreme market volatility, and as a result, he developed a disciplined process to measure his clients’ risk tolerance and to position their portfolios to both withstand and benefit from ensuing market fluctuations.
Beginning his career at Dean Witter Reynolds (now Morgan Stanley) in 1993, Jay was the recipient of the National Sales Director award for assets accumulated in a one-year period. In 1998, he joined the regional firm, JC Bradford, and then moved to First Union Securities in 2000, where he was instrumental in opening their first retail securities office in Atlanta. In 2003, Jay joined Morgan Keegan as a Senior Vice President, focusing on high-net-worth individuals and institutional equity and fixed income sales. In 2009 and 2010 Jay was named in Atlanta Magazine’s “Best Personal Wealth Managers in the Atlanta Area”.
Jay received a BBA from the University of Alabama in 1992. He is active in the community having served on the Board of Directors of the William Bremen Jewish Home. He also volunteers at Northside Youth Organization and is a middle school baseball coach at Holy Innocents’ Episcopal School. Jay and his wife Ali live in Sandy Springs and have two adult children Brittany and Evan. Jay enjoys college football, boating, traveling and spending time with his family.
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