Awards and Industry Recognition

Barron's

Top 250 Private Wealth Management Teams
2025

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

Family Legacy

How parents can create financially independent adults

May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Markets

Finding opportunity in increasing deficits

May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
Wealth Planning

J.P. Morgan Summer Reading List 2025

May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.