Jeffrey TitusJeffrey Titus
Managing Director
Wealth Partner

"I’m most proud of two things we do. First is our ability to integrate legacy, charitable and tax planning into our process. Second is our consistent track record—generating positive and steady investment results for clients over time."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2024 • 2023 • 2022

About Jeffrey

Jeff Titus is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

Jeff brings clients more than 30 years of deep and wideranging experience in wealth management, technology, and employee benefits. He shares an entrepreneurial spirit with many clients he has served for decades.

Jeff joined J.P. Morgan Chase in 2023 after serving as a Managing Director and Wealth Manager at First Republic for eight years. Prior to that, he was a Director at Credit Suisse Private Bank USA, serving individual and institutional clients. In 2005, Jeff began his wealth management career as a financial advisor at Bernstein Global Wealth Management.

Jeff earned a B.A. in Economics from the University of Massachusetts, Amherst.

Jeff and his wife, Michelle, are the proud parents of three sons. They make their home in Sudbury, Massachusetts, where Jeff is an active runner, avid reader, and frequent road-tripper to college lacrosse games.

Over the years, Jeff coached his sons and served on the board of Sudbury Little League. He is also past President and eight-year member of the executive committee of the Estate and Business Planning Council of Worcester County. Jeff currently serves on the Investment Committee of the MetroWest Health Foundation.

Insights

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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