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Jeffrey Herman is a Managing Director and the East Coast Head of Wealth Planning and Advice for the J.P. Morgan Wealth Management division of J.P. Morgan. In his role, Jeffrey offers guidance that is tailored to a client’s personal circumstances on a broad range of topics, including tax strategies1, trust and estate planning, corporate executive services and concentrated stock and option positions, philanthropic giving, and educational and retirement planning.
In conjunction with various teams across the firm, Jeffrey considers both the tax and familial consequences of sophisticated wealth planning holistically and delivers insights and strategies to address client concerns. J.P. Morgan Advisors employ his experience to ensure that clients’ investment and wealth management plans are structured to pursue their goals.
Prior to joining J.P. Morgan in 2015, Jeffrey was a Director on the Wealth Advisory team at Barclays Wealth and Investment Management. He began his career in 2007 as an associate attorney at Schulte Roth & Zabel LLP in New York, where his practice focused on estate and tax planning and administration, philanthropic strategies, and matrimonial matters for ultra high-net-worth clients.
Jeffrey received his B.A. degree in Mathematics from Columbia University, graduating magna cum laude, and his J.D. from Columbia Law School. Jeffrey also received his LL.M. degree in Taxation from New York University School of Law.
JPMorgan Chase & Co., its affiliates, and employees do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states..
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