Jeffrey Barnett Atwood

Mr. Jeffrey B. Atwood is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
His extensive experience allows him to distill each client’s unique financial priorities pursuing them through the deft integration of capabilities and resources firm wide.
He has particular depth in the tactical management and rebalancing of client portfolios.
As an experienced Relationship Manager to large multigenerational families He is keenly attuned to the opportunities and challenges inherent in preserving and transferring substantial wealth.
Prior to joining First Republic in 2018, Mr. Atwood was a Private Wealth Advisor and Senior Vice President with the Atwood Group within Merrill Lynch’s Private Banking and Investment Group in Boston, MA. Mr. Atwood provides tailored wealth strategies and cohesive implementation to a select group of individuals and families throughout the United States.
He joined Merrill Lynch in 1997.
Previously, he worked at Oppenheimer in New York City and Brown Brothers Harriman in Boston on the Institutional Equity Desk.
Mr. Atwood earned his bachelor’s degree from the University of Colorado.