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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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