Ben Roth
Managing Director and Wealth Advisor at J P Morgan Wealth Management at J.P. Morgan
Based in Dallas, United States
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Seniority
Director
Department
Finance & Accounting
Location
Dallas
Industry
Financial Services
Company size
86K
Contact information
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b•••••••@jpmorgan.com
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Background
About Ben Roth
Ben Roth is a Managing Director and Portfolio Advisor at J.P. Morgan Advisors, the wealth division of J.P. Morgan. With more than 41 years of financial service experience Ben’s practice is focused on helping high-net-worth families manage their wealth. He leverages the strength of J.P. Morgan’s platform and its wide range of professionals to provide research, strategies, lending and portfolio recommendations and construction that are customized to his individual clients. Ben manages his clients’ portfolios with holistic focus and performs regular reviews, adjusting strategies as market conditions change and financial objectives evolve. He works directly with his clients to define their expectations and provide an appreciation for the income they will need to pursue these goals. His clients enjoy a high degree of comfort knowing that their financial needs can all be addressed in one place.
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