
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

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April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now