Jeffrey TitusJeffrey Titus
Managing Director
Wealth Partner

"I’m most proud of two things we do. First is our ability to integrate legacy, charitable and tax planning into our process. Second is our consistent track record—generating positive and steady investment results for clients over time."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2024 • 2023 • 2022

About Jeffrey

Jeff Titus is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

Jeff brings clients more than 30 years of deep and wideranging experience in wealth management, technology, and employee benefits. He shares an entrepreneurial spirit with many clients he has served for decades.

Jeff joined J.P. Morgan Chase in 2023 after serving as a Managing Director and Wealth Manager at First Republic for eight years. Prior to that, he was a Director at Credit Suisse Private Bank USA, serving individual and institutional clients. In 2005, Jeff began his wealth management career as a financial advisor at Bernstein Global Wealth Management.

Jeff earned a B.A. in Economics from the University of Massachusetts, Amherst.

Jeff and his wife, Michelle, are the proud parents of three sons. They make their home in Sudbury, Massachusetts, where Jeff is an active runner, avid reader, and frequent road-tripper to college lacrosse games.

Over the years, Jeff coached his sons and served on the board of Sudbury Little League. He is also past President and eight-year member of the executive committee of the Estate and Business Planning Council of Worcester County. Jeff currently serves on the Investment Committee of the MetroWest Health Foundation.

Insights

Outlook

Eye on the market: Cicadian rhythms

April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
Investing

Four reasons to consider private credit despite the headlines

April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now
Investing

4 key actions to consider for your portfolio for what’s to come this year

April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
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