
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

How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now