Jeff Burke

Your wealth is much more than your assets. It is your security, your aspirations for the years ahead, and your intentions for the people and causes you value.

I am a Wealth Advisor and Executive Director with J.P. Morgan Wealth Management.

I offer a perspective that has been shaped by more than 20 years in Private Banking and Wealth Management—the vast majority of that time at the J.P. Morgan Private Bank.

I know J.P. Morgan exceptionally well, providing me with the network and knowledge, to expedite a pathway to your priorities. I have been honored and entrusted to take on successive training and leadership roles at the firm, and have been instrumental in designing and building many elements of the investment platform. This intimate understanding, allows me to pinpoint the capabilities that align with your needs, sitting on the "same side of the table" as you and your family.

After many years leading the business, and training hundreds of advisors, I decided to focus purely on my own client work, which I what I love most.

My clients tell me I'm a great listener, who provides a differentiated level of advice and guidance. The combination of my strong academic and professional background, enables me to understand, advice, and execute on your needs.

• I earned my MBA from The University of Chicago
  Booth School of Business
• I hold the Chartered Financial Analyst^TM designation
  (CFA^®^)
• I earned the Accredited Investment Fiduciary^®^
  designation (AIF^®^)
• At the J.P. Morgan Private Bank, I have been entrusted /
  rewarded with many leadership roles:

— National Head of Private Wealth Management Investments
— Head of Investments, East Region and New York Region
— Head of U.S. Global Investment Opportunities

I advise a select group of clients, who appreciate my thoughtful and prudent approach to their wealth creation, wealth preservation, and wealth transfer goals.

I work with a spectrum of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, who as a group, have varied degrees of financial expertise. Additionally, they have different levels of their own desired personal involvement, in various aspects of decision making. Some clients want me to do it "with them". Some want me to do it "for them". I enjoy advising and working with all of these varied clients.

Referrals are a meaningful source of my new relationships—emblematic of the trust I've earned and the caliber of my work.

Here are a few of the ways I foster a distinctive client experience:

• Active listening. When you speak with me, I will be paying attention, receptive to your ideas/views and mindful of your challenges. For many years, I trained J.P. Morgan Advisors in the art of listening to their clients, so I look to embody these same values in my client interactions.
• Resolute problem solving. Managing your wealth can pose challenges for you and the people you love. I lean on more than two decades of practical guidance, sharing the knowledge of what has worked for peer clientele, while
  eflecting the nuances of your situation.
• Tax and price sensitivity. For many clients, tax-efficiency is an important underpinning of wealth preservation and transfer. My team and I are adept in identifying tax sensitive strategies designed to uncover efficiencies across the breadth of your investments, as well as via trust and estate planning vehicles. I'm also very price conscious regarding when, and how much we pay for active management versus low-cost indexing.
• Client service. My team and I and are super focused on client service, and a great client experience.

Together, we can design and execute thoughtful plans, to realize your vision and aspirations. I welcome the chance to speak with you, learn more about you, and share how/where I can likely be helpful.