
Jeff KeadyJeff Keady, CFA®, CFP®Vice PresidentWealth Advisor
About Jeff
Jeff Keady is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Jeff oversees the management of balanced accounts for select institutional and private clients. His approach is deeply rooted in crafting bespoke investment strategies that align with each client's distinctive financial aspirations.
One of Jeff's significant areas of focus is his unwavering dedication to working with families to help preserve and grow their wealth across generations. His approach, built on a foundation of trust and customized guidance, is aimed at helping them navigate the intricacies of estate planning and intergenerational wealth transfer strategies.
Jeff's pursuit of professional excellence is evident in his commitment to continuous learning and skill enhancement, as reflected by his attainment of several of the finance industry's most esteemed designations. He is a Chartered Financial Analyst®(CFA®), a credential representing his mastery of investment analysis and portfolio management skills.
Further enhancing his knowledge base, Jeff obtained the CERTIFIED FINANCIAL PLANNER®(CFP®) designation, illustrating that he has the comprehensive financial planning knowledge necessary to navigate clients through their complex financial landscapes. He remains at the forefront of industry knowledge and best practices and is known for his integrity and professionalism as he attends to his clients' financial well-being.
Before joining J.P. Morgan, Jeff was at Brown Advisory. Previously, his impressive career trajectory included pivotal positions at Morgan Stanley, Merrill Lynch, and Eaton Vance. These roles have been instrumental in shaping his approach to wealth management and forged his reputation as a trusted advisor in the financial community. He is a graduate of Boston College's Carroll School of Management.
Outside of the office, Jeff and his wife, both Winchester natives, are happy to be raising their two children in their hometown. Their passion for giving back to the community that has shaped their lives is evident in their engagement in various projects and events. This spirit of togetherness and continuity resonates with their personal and professional commitment to family and legacy.
Insights

How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now