
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

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now