Jeffrey Atwood is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management.
Mr. Atwood joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Atwood was a Wealth Manager at First Republic since 2018. Prior to joining First Republic, Mr. Atwood was a Private Wealth Advisor and Senior Vice President with the Atwood Group within Merrill Lynch’s Private Banking and Investment Group for 21 years. Mr. Atwood provides tailored wealth strategies and cohesive implementation to a select group of individuals and families throughout the United States. His extensive experience allows him to distill each client’s unique financial priorities pursuing them through the deft integration of capabilities and resources firm wide. Mr. Atwood has depth in the tactical management and rebalancing of client portfolios. As an experienced Relationship Manager to large multigenerational families Mr. Atwood is keenly attuned to the opportunities and challenges inherent in preserving and transferring substantial wealth.
Active in his community, Mr. Atwood is a former board member of City Year Boston. He supports a number of organizations in the Boston area and is involved in fundraising initiatives for the Taft School in Watertown, Connecticut.
Mr. Atwood earned his bachelor’s degree from the University of Colorado.