R. Jeffrey Shoup

Wealth Advisor, Executive Director @J.P. Morgan

Atlanta, GA, US
MOBILE NUMBERS
+14•••••••86

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WORK HISTORY

Mar 2011 — Present

Wealth Advisor, Executive Director @J.P. Morgan

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EDUCATION

N/A

University of Iowa

Bachelor of Applied Science - BASc

1987 — 1992

The University of Iowa Tippie College of Business

Master of Business Administration - MBA

SKILLS

Due DiligenceHedge FundsAsset ManagementFinancial PlanningMortgage LendingEstate PlanningInvestmentsAlternative InvestmentsPrivate EquityFinancial StructuringWealth ManagementDerivativesFinancial AnalysisEquitiesInvestment BankingCapital MarketsSeries 7RetirementStrategic Financial PlanningFixed IncomeFinanceCorporate FinanceFinancial ModelingMergers & AcquisitionsSeries 63ValuationPortfolio ManagementLoansInvestment ManagementBanking

ABOUT R. JEFFREY SHOUP

Jeff serves as a principal and senior member of The Shoup Group. He is also the Portfolio…

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