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
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As 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
Insight 2: Foundation of values to define culture and focus
July 22, 2025A 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 NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As 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 NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A 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