About Jeffrey

Jeffrey Atwood is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

An integral member of The Atwood Group, Jeff leverages his experience gained over the course of a 30-plus-year career to offer tailored wealth strategies and cohesive implementation to a select group of individuals and families throughout the United States. His extensive knowledge base allows him to drill into each client's specific financial priorities, then pursue them through the deft integration of the firm's stellar breadth of capabilities. Jeff is particularly skilled in the tactical management and rebalancing of client portfolios. As an experienced relationship manager to large, multi-generational families, he is keenly attuned to the opportunities and challenges inherent in preserving and transferring substantial wealth.

Jeff and his team joined J.P. Morgan in 2023 from First Republic, where he served as a Managing Director and Wealth Manager. Previously, he was a Private Wealth Advisor and Senior Vice President for The Atwood Group within Merrill Lynch's Private Banking and Investment Group. He began his career working on the Institutional Equity Desk at Oppenheimer and Brown Brothers Harriman.

Jeff is a graduate of the University of Colorado. Active in his community, he supports a number of organizations in the Boston area and is involved in fundraising initiatives for the Taft School in Watertown, Connecticut. He is a former board member of City Year Boston.

Insights

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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