Jeremy SchneiderJeremy Schneider
Managing Director
Wealth Partner

"I construct and manage investment portfolios for retirees and entrepreneurs, emphasizing preservation of capital and income."

Awards and Industry Recognition

About Jeremy

Jeremy Schneider, Managing Director and Financial Advisor, is a founding member of The RIAIS Group at J.P. Morgan Securities, the wealth management division of J.P. Morgan. He is also a member of the J.P. Morgan Securities Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to on-going quantitative and qualitative reviews to assess each advisor's investment strategy.

Jeremy constructs and manages investment portfolios for retirees and entrepreneurs, emphasizing preservation of capital and income. He also serves executives in the entertainment industry, focusing on high-grade taxable fixed income, exchange traded funds ("ETFs") and municipal bonds. Jeremy uses his technical analysis and open architecture skills to implement portfolios augmented by alternative investments and structured products as appropriate for specific clients, to position client portfolios against conditions of extreme market volatility.

His nearly 20-year investment management career was marked by the events following the 9/11 attack on New York City, prompting him to realign his career and family goals and move to Florida. Jeremy's client relationships, grounded in trust, have come to resemble close family ties.

Beginning his financial services career as an equity trader in the oil services sector, Jeremy became a partner at the Electronic Trading Group at age 25. He subsequently started an international arbitrage hedge fund, formed his team at Legg Mason, and moved with them to Deutsche Bank, where he was a Director (2005-2014). He and the team transitioned to J.P. Morgan Securities in 2014.

Jeremy grew up on Long Island and in New York City, and graduated from the University of Denver with a B.S.B.A. degree in Finance. He lives in Wellington with his wife Lauren, daughter Skye Elizabeth, and son Zachary Nathan. In his free time, Jeremy enjoys playing golf, traveling, watching movies, and collecting cars.



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