Jeff Sherman is a Financial Advisor and Executive Director with J.P. Morgan Securities, the wealth management division of J.P. Morgan. He is responsible for the SKS Group’s equity portfolio management. Over the last 26 years, Jeff has been providing high-net-worth families, senior executives and physician groups with strategies to concentrated equity positions, and offering financial strategies involving lending solutions, asset allocation and cash flow solutions that include master limited partnerships (MLPs) and equities.
Jeff has spent his career in both the world of client strategies and branch management. He created and managed the office for Tucker Anthony in Wellesley, Massachusetts. Prior to joining J.P. Morgan Securities in 2013, Jeff was a senior Resident Director of Merrill Lynch in Newton, Massachusetts, where he was on Merrill Lynch’s Chairman’s Council for six years.
After graduating from Bowdoin College, Jeff began his career with Lehman Brothers Kuhn Loeb in its global private client group in Boston, Massachusetts.
Jeff lives in Boston’s South End with his wife, Sara, and their two children. In his free time, he enjoys playing golf, reading and throwing a fly line on sea and stream.
Registered States: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY