Jeff Greene

Portfolio Manager-Equities at JPMorgan Private Wealth Advisors LLC

Finance

Consumer Services

Profile

Mr. Jeffrey W.
Greene is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
Mr. Greene currently sits on the board of directors for CASA of Multnomah, Washington, and Columbia Counties, an organization that advocates on behalf of foster children.
Prior to joining First Republic, Mr. Greene was a Financial Advisor at Morgan Stanley Smith Barney, working primarily with individuals on investment strategies and retirement planning.
Mr. Greene began his career as a Financial Advisor at Piper Jaffray, later acquired by UBS, where he also guided individuals with retirement planning and investment portfolios.
Mr. Greene graduated from George Fox University with a Bachelor of Science in Mathematics.

Jeff Greene active positions

Companies	Position	Start
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.	Portfolio Manager-Equities	2017-03-31

All active positions of Jeff Greene

Former positions of Jeff Greene

Companies	Position	End
Piper Jaffray, Inc.	Corporate Officer/Principal	-
UBS Fund Advisor LLC UBS Fund Advisor LLC Investment ManagersFinance Part of Institutional Capital Network, Inc., UBS Fund Advisor LLC provides asset management and financial advisory services. The company is based in Albany, NY. UBS Fund Advisor was acquired by iCapital Alternative Investments LLC from UBS Group AG on December 31, 2022.	Corporate Officer/Principal	-
Morgan Stanley Smith Barney Private Management LLC Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC.	Corporate Officer/Principal	-

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Training of Jeff Greene

George Fox University

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

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Linked companies

Private companies	4
UBS Fund Advisor LLC UBS Fund Advisor LLC Investment ManagersFinance Part of Institutional Capital Network, Inc., UBS Fund Advisor LLC provides asset management and financial advisory services. The company is based in Albany, NY. UBS Fund Advisor was acquired by iCapital Alternative Investments LLC from UBS Group AG on December 31, 2022.	Finance
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.	Finance
Piper Jaffray, Inc.	Finance
Morgan Stanley Smith Barney Private Management LLC Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC.	Finance

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