Sign In
Get Clay Free →

Suggestions

    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

    Related Questions

    What are Jeffrey Herman's key achievements at J.P. Morgan Wealth Management?
    How did Jeffrey Herman's career evolve before joining J.P. Morgan?
    What specific strategies does Jeffrey Herman use in wealth planning?
    How does Jeffrey Herman's experience at Barclays Wealth and Investment Management influence his current role?
    What are some notable projects Jeffrey Herman has led at J.P. Morgan?
    J
    Add to my network

    Location

    New York, New York, United States