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Jeffrey Herman

Managing Director, Wealth Planning and Advice, East Division Lead, J.P. Morgan Wealth Management

Jeffrey Herman is a Managing Director and East Division Lead for Wealth Planning and Advice at J.P. Morgan Wealth Management, a division of JPMorgan Chase & Co. He is a well-respected professional in the field of Estate Planning and Probate, recognized as a Rising Star by New York Super Lawyers in 2013.1

Herman's educational background is extensive, including:

  • LLM in Tax from New York University School of Law
  • JD in Law from Columbia Law School
  • BA in Mathematics from Columbia College, Columbia University

His professional experience includes work at prestigious organizations such as:

  • J.P. Morgan Chase & Co. (current position)
  • Barclays Wealth and Investment Management
  • Schulte Roth & Zabel LLP
  • United States Attorney's Office

In his current role, Jeffrey Herman likely leverages his expertise in estate planning, tax law, and wealth management to provide high-level strategic advice to clients in the eastern division of J.P. Morgan Wealth Management.

Highlights

Jan 1 · am.jpmorgan.com
Events & Webcasts | J.P. Morgan Asset Management

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Location

New York, New York, United States