About Jeff

Jeff Keady is a 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

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What does the Fed’s latest move mean for investors?

November 8, 2024The easing cycle continues. Here’s how it could impact your portfolio.Read Now
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Eye on the Market: Kamilton: the 2024 election and who tells your story

November 7, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, looks at the Trump victory, market implications of a supply side boost from deregulation and more.Read Now
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U.S. election recap: What could GOP policies mean for investors?

November 6, 2024With a Republican victory confirmed, we discuss what might be coming over the next term.Read Now
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