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
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now