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Keith WebsterKeith WebsterManaging DirectorWealth Partner
Awards and Industry Recognition
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Forbes
Barron's
About Keith
Keith Webster is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Keith develops long-term relationships with an accomplished clientele, streamlining the complexities of their financial lives through tailored strategy and intensive service. Entrepreneurs, C-suite executives and successful families look to him and his team as a single source for integrated wealth management, underpinned by a committed work ethic and a genuine desire to make clients' financial lives easier and more fulfilling. Endowments and foundations also look to Keith for his investment acumen and his ability to support their missions through disciplined portfolio management and a suite of philanthropic services.
Active in wealth management since 1991, Keith offers a long-term perspective refined by decades of experience unwinding the intricacies of significant wealth. He notes that his team's work is entirely customized to the parameters of each client—a singularity that strengthens their relationships. "We believe clients appreciate our ability to help them realize important goals in their lives and legacies," he notes, "lending structure to their finances and demonstrating our sincere interest in their well-being."
Keith moved to J.P. Morgan Wealth Management with his team in 2023. A nationally recognized wealth management Advisor, he previously was a Managing Director and Wealth Manager at First Republic Private Wealth Management, where he served for eight years. His experience also includes a tenure at Credit Suisse Private Bank, where he was a Director, as well as roles with Lehman Brothers Private Investment Management and Morgan Stanley, all in senior advisory roles for highnet-worth families.
A graduate of Harvard University, Keith earned his B.A. in Economics and was a member of the varsity basketball team. He earned his M.B.A. in Portfolio Management from the Anderson Graduate School of Business at UCLA. He continues to be involved with Anderson, serving as a member of the Board of Advisors for the Student Investment Fund (SIF).
Eager to give back to his community, Keith serves on the board of Boys Hope/Girls Hope of Southern California. He and his wife, Stacey, have three sons. In his free hours, Keith enjoys playing golf and spending time with good friends and family.
Insights
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now