
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 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
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 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 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.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
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 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 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now