Jeffrey Kenneth Yandle

Jeffrey Kenneth Yandle

Portfolio Manager-Equities at JPMorgan Private Wealth Advisors LLC

Finance
Consumer Services
Commercial Services

Profile

Mr. Jeffrey K.
Yandle is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
Mr. Yandle manages client assets with a focus on high net worth individuals, families and multi-generational trusts.
He runs balanced, broadly diversified portfolios customized for each client and in accordance with the agreed-upon investment policy.
Mr. Yandle’s managed equity portfolios are all-cap in nature and growth biased based on a combination of fundamental analysis and a proprietary quantitative modeling process.
With a primarily Oregon based clientele, the fixed income portfolios He constructs are primarily highly rated, Oregon based tax-exempt municipal bonds with short to immediate durations.
Prior to joining First Republic, Mr. Yandle served in a similar capacity as Senior Vice President and Senior Portfolio Manager for US Trust from 1997 to 2006.
Before that, he was a Vice President and Senior Portfolio Manager for Wells Fargo from 1993 to 1997.
His previous experience also includes five years with the Institutional Investment Department of First Interstate Bank and three years on the bond trading desk as a registered representative at Black and Company, Inc. Mr. Yandle received a Bachelor of Arts from University of Portland and did post-graduation studies at the University of Notre Dame.

Jeffrey Kenneth Yandle active positions

CompaniesPositionStart
Portfolio Manager-Equities 2017-03-31
All active positions of Jeffrey Kenneth Yandle

Former positions of Jeffrey Kenneth Yandle

CompaniesPositionEnd
US Trust Corporate Officer/Principal 2005-12-30
WELLS FARGO & COMPANY Corporate Officer/Principal 1996-12-30
Habitat for Humanity Nova Scotia Corporate Officer/Principal -
Black & Co., Inc. (Oregon) Corporate Officer/Principal -
Corporate Officer/Principal -
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Training of Jeffrey Kenneth Yandle

University of Portland Undergraduate Degree
University of Notre Dame Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

9

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Listed companies1
WELLS FARGO & COMPANY

Finance

Private companies6

Finance

US Trust

Finance

Commercial Services

Finance

Black & Co., Inc. (Oregon)

Finance

Habitat for Humanity Nova Scotia

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