Jeff ShoupJeff Shoup
Executive Director
Wealth Advisor

"I leverage J.P. Morgan’s research and intellectual capital with my own methodology and insight to create living and dynamic wealth plans."

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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