Evan SoffEvan Soff, CPWA®Executive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Evan
Evan Soff is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
He joined the firm in 2023 from First Republic where he spent two years with the team. He launched his career in 2005 at Citibank—eventually rising to be Senior Vice President and Senior Wealth Advisor at Citi Personal Wealth Management.
An investment-savvy, goals-based advisor, Evan focuses on risk management and multi-generation planning. Given his personal and professional skills, he is able to work continuously with clients from the goal- setting stage of the relationship through the design, implementation and management of their investment portfolios.
Many of Evan's clients are entrepreneurs and senior-level executives building wealth and families, with little time to manage the details of their financial affairs. In frequent discussions with clients, Evan provokes discussion around the purpose of wealth and what holds meaning in clients' lives.
Evan holds the Certified Private Wealth Advisor® (CPWA®) designation and a B.S. in Economics from New York University, with a minor in Music. Following his passion today, Evan plays guitar in local bands. He also enjoys a good game of tennis and family time with his wife, Maggie, and their young daughter. Evan is active in his local Short Hills, New Jersey, community, and looks to make a positive impact wherever possible by supporting social justice and other charitable initiatives.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights
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January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
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January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
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