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Brandon Rosen, CFP®

Investment Associate

Brandon Rosen, CFP®


212.272.2919

brandon.rosen@jpmorgan.com

277 Park Avenue, 2nd Floor
New York, NY 10172

About Brandon

Brandon Rosen is a Investment Associate with J.P. Morgan Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER™ designation, one of the most respected wealth management certifications in the industry, and draws upon this background as he leverages the firm’s suite of wealth management resources to provide tailored strategies to high-net-worth clients of The Seltzer Group.

Brandon focuses on cultivating and strengthening relationships to assist clients with developing holistic wealth plans to meet their sophisticated goals. His responsibilities include assisting with the portfolio management & reporting of the team’s fixed income, structured and alternative portfolios. He also utilizes the firm’s robust banking and lending platform to provide personalized strategies to the clients’ often complex needs. Above all, he works diligently to deliver an excellent client experience.

Prior to joining J.P. Morgan, Brandon attended the University of Maryland, where he earned a B.S. in Finance from the Smith School of Business. He also completed the school’s distinguished Banking & Private Wealth Management Fellows Program.

Brandon currently resides in New York City. In his free time, he enjoys fitness, golf, travel and spending time with his family and friends. He is also an avid fan of the University of Maryland’s sports programs and is an active member of the school’s ANC Alumni Group.

1.CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.

 

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Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

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 advisor, member 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. 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.

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