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J.P.Morgan Wealth Management Solutions Inc.

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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

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Andrew C

Series 63

New York, NY

J.P.Morgan Wealth Management Solutions Inc.

Andrew Casella is a financial advisor at J.P. Morgan Wealth Management Solutions Inc. He holds a Series 63 designation and has one year of industry experience. His work history includes roles at J.P. Morgan Securities, J.P. Morgan Private Investments, Inc., and JPMorgan Chase Bank, N.A., where he has been employed since 2003. J.P. Morgan Wealth Management Solutions Inc. provides implementation and overlay services for the J.P. Morgan Managed Investment Services Program, supporting Managed Accounts and Guided Accounts through continuous monitoring, rebalancing, and tax-related services. The firm operates under delegated discretionary authority to execute trading and manage portfolios within the program’s guidelines.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing
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Kristine R

Series 63

New York, NY

J.P.Morgan Wealth Management Solutions Inc.

Kristine Rooney Granger is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 63 designation and over one year of industry experience. She has worked with various J.P. Morgan entities since 2004, including J.P. Morgan Wealth Management Solutions Inc. and J.P. Morgan Private Investments Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing
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