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, Jeff 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 CFA®Charterholder, awarded through the CFA®Institute.

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 Environmental, Social, and Governance advisory council for CFALA. An advocate for financial fluency, Jeff also volunteers as a finance instructor for Operation Hope and AmeriCorps.

Insights

Outlook

May 2024 jobs report: 272,000 jobs added, sharply beating expectations

June 10, 2024The U.S. economy added 272,000 jobs in May, underscoring the labor market is too hot for the Federal Reserve.Read Now
Outlook

2024 Mid-Year Outlook: Key takeaways

June 10, 2024Our Global Investment Strategists reflect on the first half of 2024 and preview the months ahead, looking at how surprisingly strong growth is interacting with a seemingly fragile political and geopolitical backdrop to impact markets and your portfolio. Read the key points from our 2024 Mid-Year Outlook.Read Now
Banking

Managing cash: Make sure your assets are well protected

June 10, 2024Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
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