Brad NeffBrad Neff, CRPC®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Brad
Brad Neff is a Vice President, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
Brad works with individuals, families and business owners to provide comprehensive wealth management services including investment planning, retirement and education funding strategies, Social Security planning, and long-term care and life insurance considerations. As a Chartered Retirement Planning CounselorSM professional, he takes a planning-based approach to develop tailored strategies that reflect each client’s priorities and circumstances.
As a member of The Neff Group since 2005, Brad joined J.P. Morgan after nearly two decades in the financial services industry, including serving clients as a Portfolio Manager within the Portfolio Management Program at UBS. Brad is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
He graduated from Colorado State University with a B.B.A. in Finance and Real Estate.
Outside the office, Brad is actively involved in the Austin community. He volunteers with Meals on Wheels, serves as a youth mentor at Hill Elementary, and participates in various activities at his church. A longtime supporter of youth sports, he has coached baseball for more than a decade, including service as president of Northwest Pony League from 2011 to 2013 and his current role as board member and coach for his son’s Northwest Little League and select baseball teams. He also served six years on the board of Generation Serve, including as treasurer.
A fifth-generation Austinite, Brad and his wife, Liz, have a daughter, Collins, and a son, Caleb.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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