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Arthur N. Karabelas
Okita Sevi
Christina Camuzzi-Marti

Jeffrey Sherman

Jeffrey Sherman

Executive Director

Jeff Sherman is a Financial Advisor and Executive Director with J.P. Morgan Securities, the wealth management division of J.P. Morgan. He is responsible for the SKS Group’s equity portfolio management. Over the last 26 years, Jeff has been providing high-net-worth families, senior executives and physician groups with strategies to concentrated equity positions, and offering financial strategies involving lending solutions, asset allocation and cash flow solutions that include master limited partnerships (MLPs) and equities.

Jeff has spent his career in both the world of client strategies and branch management. He created and managed the office for Tucker Anthony in Wellesley, Massachusetts. Prior to joining J.P. Morgan Securities in 2013, Jeff was a senior Resident Director of Merrill Lynch in Newton, Massachusetts, where he was on Merrill Lynch’s Chairman’s Council for six years.

After graduating from Bowdoin College, Jeff began his career with Lehman Brothers Kuhn Loeb in its global private client group in Boston, Massachusetts.

Jeff lives in Boston’s South End with his wife, Sara, and their two children. In his free time, he enjoys playing golf, reading and throwing a fly line on sea and stream.

Phone: 617.654.2459
Email: jeff.sherman@jpmorgan.com

Registered States: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

Investment products: Not FDIC insured • No bank guarantee • May lose value

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