
Jeff ShoupJeff ShoupExecutive DirectorWealth Advisor
About Jeff
Jeff Shoup is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
Jeff serves as a principal and senior member of The Shoup Group. He is also the Portfolio Manager for the team, bringing an extensive background in investment research and asset management to construct tailored portfolios. Jeff is responsible for formulating dynamic investment strategies to help meet the needs of a diverse and international client base. He holds an M.B.A in Finance from The University of Iowa and a B.S. in Economics.
Jeff leverages J.P. Morgan's research and intellectual capital with his own methodology and insight to create living and dynamic wealth plans. His goal is to optimize performance, minimize volatility and help mitigate the potential risk and hazards that could threaten the security of one's wealth. He provides ongoing evaluation of the plan and incorporates necessary updates to care for changing times, laws and the financial landscape.
Jeff feels that good planning is the best way to build and protect wealth and deliver a legacy for loved ones. Additionally, he has found that a well-organized wealth plan helps promote confidence, allowing clients to focus on enjoying their lives and spending time with the people and things that are most important to them.
With 28 years of financial services experience, he joined J.P. Morgan in 2011. Jeff began his career at Morgan Stanley Smith Barney, where he worked from 1992 to 2011.
Jeff and his wife, Kim, have two sons, and the family all are members of Peachtree Presbyterian Church. He coaches baseball, football and basketball and serves his community as an instructor at the Emory Center for Lifelong Learning, at Emory University. Jeff also speaks at the Perimeter Adult Learning Services Inc. (P.A.L.S.), and the Seniors Enriched Living of Roswell & Alpharetta. He is a member of the Cobb County Chamber of Commerce.
Insights

Why cash flow forecasting and succession planning matter
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Building tax-efficient equity exposure
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When disaster strikes: How to give with intention and impact
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Building up: How we see infrastructure investment expanding
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5 thoughts on the market’s tariff tantrum
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Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now