Jeffrey YandleJeffrey YandleManaging DirectorWealth Partner
Awards and Industry Recognition
Barron's
Forbes
About Jeffrey
Jeffrey Yandle is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Jeff provides steady counsel and thoughtful advice to individuals and families, helping them grow, preserve and transfer their wealth more effectively. He offers deep dedication and an authentic desire to enhance the well-being of each person, often advising multiple generations within a single family.
Jeff points to the continuity of his team, the customization they can provide and the integrity of their advice as key differentiators. He notes that his team is purposefully designed to provide clients with stability for years to come, walking with families through different life stages. Jeff explains that flexibility is a key attribute of the team's investment approach. They do not use predetermined investment models. Instead, each portfolio reflects a client's individualized goals, interests, cash-flow needs, risk tolerance and tax situation—an organic outflow. Jeff also relates that the team strives to incorporate the vision and values of each family, communicating across generations and serving as an independent, rational voice.
Jeff leans on the knowledge he has gained from more than four decades in investing, trust and wealth management. He joined J.P. Morgan Wealth Management in 2023, moving with his team. Previously, he was a Senior Managing Director and Wealth Manager at First Republic Investment Management, where he served for more than 17 years. His tenures also include roles with U.S. Trust, where he was a Senior Vice President and Senior Portfolio Manager; Wells Fargo, where he was a Vice President and Senior Portfolio Manager; and First Interstate Bank, where he served in the Institutional Investment Department. Jeff began his financial services career in 1984.
Jeff earned his B.A. from the University of Portland and did post-graduate studies at the University of Notre Dame.
Active in his local community, Jeff currently serves as the Board Chair for Catholic Charities of Oregon and is a member of the board of Candlelighters for Children with Cancer. He also serves on the investment committee of the Archdiocese of Portland in Oregon and is a member of the Arlington Club in Portland.
Previously, Jeff served on the boards of Habitat for Humanity Portland/Metro East, Metropolitan Family Services, Maybelle Center for Community and LaSalle High School Foundation. He is also past president and former chair of the investment committee for the Abbey Foundation of Oregon.
Jeff and his wife, Molly, enjoy traveling, trips to the Oregon coast and spending time with their two children, four grandchildren, and dog, Oscar.
Insights
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
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
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
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.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 Now
The 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.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 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 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 NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.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 NowThe 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now