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Joel Bodner
Ever mindful of each client’s desire to be kept informed, I assiduously track, analyze and report on the progress of their investments and overall financial plans.

Joel S. Bodner

Vice President

Joel S. Bodner


212.272.4586

joel.bodner@jpmorgan.com

277 Park Avenue, 3rd Floor
New York, NY 10172

About Joel

Joel Bodner is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. As a Portfolio Manager in the firm’s exclusive Portfolio Manager Program, and with over 15 years of experience in the financial services industry, Joel creates tailored investment strategies and comprehensive wealth management plans for high-net-worth individuals, families and institutions.

Joel began his career as an Associate at Merrill Lynch in 2002. He spent five years at Morgan Stanley Smith Barney, followed by six years at UBS before launching an independent investment advisory business venture. Joel joined J.P. Morgan in 2015, drawn to the firm’s global financial resources and strong research capabilities.

Joel brings a fresh outlook and clarity to his investment approach, employing the principles of goals-based planning and rational investing. Ever mindful of each client’s desire to be kept informed, Joel assiduously tracks, analyzes and reports on the progress of their investments and overall financial plans. His experience working with accountants and estate planning attorneys is invaluable in the implementation of the team’s wide-ranging wealth services platform. As part of his team’s mission to minimize costs and unnecessary taxes, Joel plays a key role in evaluating the most appropriate investment vehicles available for clients.

Joel earned an M.B.A. with a concentration in Finance and Investments from the Zicklin School of Business at Baruch College. He is a graduate of Touro College with a B.S. in Finance and Computer Systems.

Joel is an active member of his community on the South Shore of Long Island, New York, where he lives with his wife and three kids. Joel sits on the board of his Temple and on the board of TOVA, an organization that provides adult guidance and mentoring services for children who need additional supportive, caring adults in their lives.

 

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