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
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May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
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May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now