Milo L. Rothstein

Experience

• 

  Habitat for Humanity

  Jul 2009 - Sept 2009

  Intern
• 

  Rosenblatt Securities

  Jul 2011 - Aug 2011

  Intern
• 

  Faithful+Gould

  Jun 2013 - Aug 2013

  Marketing Staff Assistant
• 

  Faithful+Gould

  Jan 2014 - Feb 2014

  Marketing Staff Assistant
• 

  SCHOTTENFELD GROUP LLC

  Jun 2014 - Aug 2014

  Junior Analyst
• 

  SCHOTTENFELD GROUP LLC

  Jun 2015 - Jul 2015

  Junior Analyst
• 

  Merrill Lynch

  Aug 2016 - Mar 2021

  • Registered Wealth Management Client Associate

    Apr 2019 - Mar 2021

  • Financial Advisor

    Aug 2016 - Apr 2019
• 

  J.P. Morgan Private Bank

  Mar 2021 - now

  J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM).INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm. Show less J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM).INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm. Show less J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM).INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm. Show less

  • Vice President, Banker

    Jan 2023 - now

  • Banker, Senior Associate

    Jul 2022 - Jan 2023

  • Banker, Associate

    Mar 2021 - Jul 2022