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
Providing for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
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2024’s unanswered questions: 3 things we want to know
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November 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read NowProviding for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowDecember 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowIncentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowFundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowHow to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowNovember 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now