We no longer support this browser. Using a supported browser will provide a better experience.

Please update your browser.

Close browser message

Bruce J. Marshall

Bruce J. Marshall


949.467.3986

bruce.marshall@jpmorgan.com

660 Newport Center Drive, Suite 750
Newport Beach, CA 92660

Building a Personal Financial Legacy for Families

For the past 35+ years, I have been fortunate to work in a field that has been a lifelong passion of mine. I began as an intern for Shearson at age 16, which solidified my desire to make my mark on this industry. After high school, I went to work full time at Bear Stearns and attended college in the evenings. I have never looked back.

Every day is different. Every day is a challenge. And I have the privilege of participating in this transformation every day. After spending the first 25 years of my career in New York, I relocated my practice to Newport Beach. I am fortunate to have maintained many long-term client relationships back East as my practice has continued to expand in California.

A CONSULTATIVE AND GOALS-BASED DISCOVERY PROCESS

My team and I have found that experience matters to clients, like you, who seek wealth management support. We marry our high degree of investment focus with a disciplined process to help deliver the confidence that your financial future is secure.

By discussing your existing investments, tax and estate requirements, time horizons and risk profile, we gain an understanding of your unique goals and the values that are truly meaningful to you. These inputs are the foundation upon which we develop an investment plan specifically tailored to your financial objectives.

  • INCOME
  • GROWTH
  • CAPITAL PRESERVATION
  • GENERATIONAL TRANSFER
  • RETIREMENT PLANNING

CUSTOMIZED AND PERSONALIZED 

The hallmark of our practice is delivering an excellent and individually-focused experience, and we hold ourselves to an exacting standard in the pursuit of that promise. My team and I offer the responsiveness of a boutique wealth advisory firm coupled with the world-class resources and products offered by a global financial institution, to build prosperity in many ways.

Investment Approach

Delivering Investment Management Strategies Build Around Your Needs

A CONSERVATIVELY BIASED PROCESS

My team and I share a number one goal— to achieve a profitable return in a sensibly constructed investment portfolio. We take a long-term view, and our wealth management style reflects that philosophy. My team delivers value-driven portfolios, often using an equity income strategy that helps preserve capital and generate predictable and taxadvantaged cash flow. Our focus is on low volatility investments, and we align our methodologies to aim for the soundest course rather than chase trends in the marketplace.

RIGOROUS PORTFOLIO CONSTRUCTION

Identifying high-quality investments requires attention to every detail, and I bring a strong technical background to care for a range of sophisticated scenarios. My team and I galvanize the resources of J.P. Morgan’s investment professionals and draw on our seasoned due diligence to select appropriate instruments and build tailored portfolios that we manage in-house.

A FOCUS ON RISK MANAGEMENT

Every investment decision we make begins with a well-thought-out strategy that is based upon individualized needs. Emphasis is placed on avoiding undue risk that could impair the capital you have entrusted to me.

INTELLECTUAL STRENGTH AND THOUGHT LEADERSHIP

My team taps J.P. Morgan’s tools, metrics and award-winning research team1 to develop an informed view of the investment landscape. Our process is personalized, driven by analysis and quantified through simulations which illustrate portfolio scenarios. We work diligently to educate you and deliver wealth management guidance in clear and comprehensible terms. Through our access to the firm’s vast well of knowledge, we distill an abundance of global market data into meaningful information that supports our personalized process.

ONGOING OVERSIGHT

Experience has taught us that it is essential to remain proactive and adjust and adapt as needed. My team regularly meets with clients to review their investments and keep pace with any changes in business or personal objectives that may affect our planning.

J.P. MORGAN LEGACY

At J.P. Morgan Wealth Management, we have the backing of one of the largest and most respected financial organizations in the world. The firm’s 200-year history of serving individuals and institutions alike allows my team to deliver the highest caliber of wealth management guidance.

 

 

1. Source: Institutional Investor, 2020.

 

 

 

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

Equal Housing Opportunity logo

J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

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.

Please read additional Important Information in conjunction with these pages.