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.