Jeffrey GreeneJeffrey GreeneManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Jeffrey
Jeff Greene is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Jeff builds long-term relationships with clients and their families, helping them design a more purposeful path to their goals and interests. He offers the knowledge he has gained from more than twenty years as a Financial Advisor, supporting clients in clarifying the scope of their wealth, weighing their decisions and enacting steady progress towards key milestones in their lives and wealth.
Clients from varied paths look to Jeff for advice and guidance. Many are business owners, technology executives and real estate investors. Others have charted a different path to wealth. To each of these relationships, Jeff offers focused attention, the breadth of a team approach and a high-performing service ethic. With a background in Mathematics, he enjoys analytical problem solving, helping clients evaluate their options and distill a hierarchy of objectives. Jeff has particular depth in pre-retirement planning, including distribution strategies, portfolio design and cash flow. He is also skilled in securities-based lending and wealth planning.
When asked what he enjoys about his role, Jeff relates that "it's all about the people." He is gratified to help clients tackle significant issues in their lives, work and families, serving as a trusted member of their inner circle. He and his team members offer a highly coordinated approach, anticipating client needs and following through on those priorities so that clients can enjoy greater ease in the management of their financial affairs.
Jeff joined J.P. Morgan Wealth Management in 2023, moving with his team. Previously, he was a Managing Director and Wealth Manager at First Republic Investment Management, where he served for more than ten years. Jeff's experience also includes more than five years as a Financial Advisor at Morgan Stanley Smith Barney, where he worked primarily with individuals on investment strategies and retirement planning. Jeff began his wealth management career in 2004 as a Financial Advisor with Piper Jaffray, later acquired by UBS. He earned his B.S. in Mathematics from George Fox University.
Active in his local community, Jeff currently sits on the Board of Directors for CASA of Multnomah, Washington, and Columbia Counties, an organization that advocates on behalf of foster children.
Jeff and his wife, Kristen, live in Beaverton and have three children.
Insights
The duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
U.S. earnings are exceptional. Stocks are playing catch-up
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Insight 5: Continually evolve and renew the ownership portfolio
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Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowThe duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowU.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read NowMoney and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read NowRetirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read NowInsight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowHow AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now