Jeff ShoupJeff ShoupExecutive DirectorWealth Advisor
LinkedInAbout Jeff
Jeff Shoup is a Wealth Advisor and serves as a principal and senior member of The Shoup Group at J.P. Morgan Wealth Management. Jeff, who is also the Portfolio Manager for the Group, brings an extensive background in investment research and portfolio management. He is responsible for formulating dynamic investment strategies to help meet the needs of a diverse and international client base. Jeff 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. The goal is to optimize performance, to minimize volatility, and to help mitigate potential risk and hazards that could threaten the security of one's wealth. Jeff has a strong belief in the importance of having a thorough and sound financial plan in place. He believes in a process of regular re-evaluation of the plan and necessary updates to keep up with ever changing times, laws and the financial landscape. Jeff believes good planning is the best way to build and protect wealth, and a legacy for loved ones and those things that are most important. Additionally, Jeff believes a well-organized wealth plan helps promote confidence, allowing clients to focus on enjoying their lives and spending time with the people and things most important in their lives.
He and his wife, Kim, have two sons, and the family all are members of Peachtree Presbyterian Church. Jeff coaches baseball, football and basketball, and serves his community as an instructor at the Emory Center for Lifelong Learning at Emory University; the Perimeter Adult Learning Services Inc. (P.A.L.S.) of Dunwoody, Georgia; and the Seniors Enriched Living of Roswell & Alpharetta. He also is a member of the Cobb County Chamber of Commerce.
Jeff has 23 years of financial services experience. He joined J.P. Morgan in 2011, and began his career at Morgan Stanley Smith Barney, where he worked from 1992 to 2011.
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now