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The Washingtonian Group

Wealth Partners at J.P. Morgan

The Washingtonian Group

Our group was founded to help successful business owners, executives and wealthy families transform their wealth into a purposeful legacy.

844.455.5548

Fax:  202.350.3094

875 15th Street NW, Suite 700
Washington, DC 20005

Welcome

For business owners and founders of private companies, as well as executives of publicly traded corporations, the accumulation of capital is often a result of hard work, experienced decision-making and strategic partnerships. It is also a means to provide great opportunities for your family and future generations.

As former entrepreneurs and C-suite executives, we have a real-world appreciation for the value of skilled advice to help manage the proceeds of successful liquidation and/or retirement. Our group brings a business-like approach to personal wealth management that helps expand the possibilities your assets represent.

Investment Approach

We make you the CEO of your family’s wealth
Our group engages as a financial partner to guide you toward your individualized goals in the timeframe you specify. We educate you about our specific methodology and provide the intellectual capital to inform this outlook. Whether you seek a macro perspective or tactical guidance at a quantum level, we have the skill set to offer the appropriate level of support.

Solid cash flow strategies drive our portfolio construction process
We focus on the ‘de-accumulation’ phase of wealth management, deploying your assets to finance your ongoing lifestyle. Portfolios are built to generate income that aligns with your specific requirements. We avoid the use of simplistic models and commonplace tools in this effort. Our differentiated strategies help ensure that your cash flow is not impacted by volatility in the marketplace.

Estate tax impacts are a topline consideration
Beyond the assets you plan to spend in your lifetime, our group works directly with you and your tax advisors to determine what you would like kept in trust for family and to identify your philanthropic objectives, taking into account estate tax considerations.

We deliver the breadth of J.P. Morgan, a platform you can count on
Our group leverages the firm’s real-time insights and award-winning research team1 to curate tailored strategies that address your specific issues and challenges. Through proactive and transparent attention, we care for the entirety of your financial life. Dashboards and other reporting vehicles enable us to keep you well advised.

Support for corporate executives

In a parallel manner, we work with executives of publicly traded companies to optimize your equity compensation and restricted stock management. We are skilled in pre-planning strategies that help determine the most advantageous timing for when to exercise, hold and sell these options. Following liquidity transactions, we are primed to manage your assets as we would for business owners.

Providing a financial infrastructure
Our group serves as a primary point of advisory support for the sophisticated needs that business owners and corporate executives often face. We work alongside your attorneys, CPAs and other outside professionals to ensure the many financial components are fully integrated.

  • Pre- transaction planning in advance of liquidity events
  • Leadership and direction to manage family dynamics across multiple generations
  • Preparing younger generations for the responsibilities that accompany the inheritance of wealth
  • Business succession planning that is grounded in best practices and tailored to each particular circumstance

Integrated capabilities
The Washingtonian Group is comprised of a team of highly-educated and credentialed advisors. Drawing on our rich tradition of advising the most accomplished individuals, we serve as a strategic partner to transform your business into a wealth management enterprise.

Building on the reputation of an industry leader
Our team acts as a conduit to J.P. Morgan, one of the oldest, largest and best known financial organizations in the world. Our capabilities are backed by the fiscal strength and stability of the firm’s fortress balance sheet to help safeguard your assets through the volatility of economic environments.

Meet Our Team

Click a profile to learn more about each member.

Howard S. Rothman

Vice President


202.916.3145

howard.rothman@jpmorgan.com

875 15th Street NW, Suite 700
Washington, DC 20005

Kennan Low, CPWA®

Vice President


202.916.3146

kennan.low@jpmorgan.com

875 15th Street NW, Suite 700
Washington, DC 20005

Cicely Fox

Client Associate


202.916.3152

cicely.fox@jpmorgan.com

875 15th Street NW, Suite 700
Washington, DC 20005

Connor Schultz

Client Associate


202.916.3151

connor.schultz@jpmorgan.com

875 15th Street NW, Suite 700
Washington, DC 20005

1. Source: J.P. Morgan ranked #1 as the All-America Research Team, Institutional Investor, 2019.

 

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

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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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