Managing Director Head of Investments and Advice
Jeffrey Mohammadi is a Managing Director and Head of Investments and Advice for the Atlanta, Charlotte and Nashville offices of J.P. Morgan Private Bank. In this leadership role, Jeff develops strategies and approaches that care for the sophisticated objectives of affluent individuals and families. He directs a group of professionals to deliver the entirety of the firm across all elements of wealth management, including investments, credit, banking and trust & estate planning.
Jeff and his team analyze client portfolios and present advice on asset allocation, investment selection and risk trade-offs. He heads the effort to implement tailored guidance and manage portfolio construction and oversight. Jeff couples the strength of his investment experience with a deep and caring commitment to his clients, team members and the firm. He employs a thoughtful and articulate communication style to play a large part in building J.P. Morgan’s presence in the local area and across the region.
With nearly a decade at the Private Bank, Jeff is focused on helping clients to navigate the challenges of financial decision making. He began in the Miami office following business school before moving to Atlanta in 2013. Previously, Jeff served in a variety of strategic roles at Target Corporation in Minneapolis, Minnesota. There, he used Six Sigma techniques to improve operational and financial efficiency.
Originally from Bloomfield Hills, Michigan, Jeff attended the University of Michigan and earned a B.A. in Economics.
He is involved in spreading awareness of the strong alumni network of the institution. Pivoting toward a career in wealth management, Jeff pursued an M.B.A. from the Mendoza College of Business at the University of Notre Dame, where he studied investments and finance. He holds FINRA Series 7 and 63 securities licenses.
Jeff and his wife reside in Brookhaven with their young daughter. He is an avid golfer and enjoys spending his free time with his family.
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投資產品（可能包括銀行管理賬戶及託管）乃由 摩根大通銀行（JPMorgan Chase Bank, N.A.）及其關聯公司（合稱「JPMCB」 ）作為其一部分信託及委託服務而提供。其他投資產品及服務（例如證券經紀及諮詢賬戶）乃由 摩根大通證券（J.P. Morgan Securities LLC）（「JPMS」）提供。摩根大通證券是金融業監管局和證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明。
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。