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

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Outlook

Can markets climb the wall of worry?

January 9, 2024From government shutdown fears to surging bond yields, there’s plenty for investors to fret about – but there’s also reason for optimism.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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