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
Diesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read Now
Step-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read Now
Liquidity is a step Great Wealth Transfer plans can miss
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$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
Family social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read Now
Social engineering scams: Protect your wealth from deceptive cyber tactics
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5 generational shifts reshaping family wealth planning today
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Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
Planning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowDiesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read NowStep-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowLiquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read Now$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowFamily social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read NowSocial engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowPlanning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read Now