Jeffrey KuhlmanJeffrey Kuhlman, CFA®Executive DirectorWealth Advisor
About Jeffrey
Jeff Kuhlman is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Jeff provides strategy, advice and guidance to individual and institutional clients, helping them pursue their goals more effectively through the investment markets. He offers extensive knowledge of portfolio construction across multiple asset classes and instruments, supporting clients in designing tailored portfolios that reflect their distinctive risk tolerance, time horizons, legacy intentions and cash-flow needs.
Prior to joining J.P. Morgan in 2023, Jeff spent more than 13 years with First Republic Private Wealth Management, where he was a Senior Vice President within the investment management research group. In this capacity, he led the portfolio consulting group, which included Outsourced Chief Investment Officer (OCIO) solutions for institutional clients, namely endowments, foundations and retirement plans. Jeff joined First Republic in 2010, moving from the UCLA Endowment. Previously, he served in the U.S. Army as a Korean linguist.
Jeff earned his B.S. in Finance from Santa Clara University. He also holds an A.A. in Korean from the Defense Language Institute and an M.B.A. from UCLA. He is a Chartered Financial Analyst® (CFA®) Charterholder, awarded through the CFA® Institute, and he holds the Accredited Investment Fiduciary® (AIF®) designation.
Active in his local community, Jeff is a member of the Board of Governors for the CFA Society of Los Angeles (CFALA). He serves as the Chair of the Sustainable and Responsible Investment Advisory Council for CFALA. An advocate for financial fluency, Jeff also volunteers as a finance instructor for Operation Hope and AmeriCorps.
Insights
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 NowDecember 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 NowMaking 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 NowSelling 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 NowNavigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowNavigating 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 NowShould 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 NowInsulate 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 NowAsset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowProviding for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now