Jeffrey Kenneth Yandle

Portfolio Manager-Equities at

JPMorgan Private Wealth Advisors LLC

Finance

Consumer Services

Commercial Services

Profile

Mr. Jeffrey K.
Yandle is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
Mr. Yandle manages client assets with a focus on high net worth individuals, families and multi-generational trusts.
He runs balanced, broadly diversified portfolios customized for each client and in accordance with the agreed-upon investment policy.
Mr. Yandle’s managed equity portfolios are all-cap in nature and growth biased based on a combination of fundamental analysis and a proprietary quantitative modeling process.
With a primarily Oregon based clientele, the fixed income portfolios He constructs are primarily highly rated, Oregon based tax-exempt municipal bonds with short to immediate durations.
Prior to joining First Republic, Mr. Yandle served in a similar capacity as Senior Vice President and Senior Portfolio Manager for US Trust from 1997 to 2006.
Before that, he was a Vice President and Senior Portfolio Manager for Wells Fargo from 1993 to 1997.
His previous experience also includes five years with the Institutional Investment Department of First Interstate Bank and three years on the bond trading desk as a registered representative at Black and Company, Inc. Mr. Yandle received a Bachelor of Arts from University of Portland and did post-graduation studies at the University of Notre Dame.

Jeffrey Kenneth Yandle active positions

Companies	Position	Start
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.	Portfolio Manager-Equities	31/03/2017

All active positions of Jeffrey Kenneth Yandle

Former positions of Jeffrey Kenneth Yandle

Companies	Position	End
US Trust US Trust Investment ManagersFinance Provides investment management services	Corporate Officer/Principal	30/12/2005
WELLS FARGO & COMPANY	Corporate Officer/Principal	30/12/1996
Habitat for Humanity Nova Scotia Habitat for Humanity Nova Scotia Financial ConglomeratesFinance Part of Habitat for Humanity International, Inc., Habitat for Humanity Nova Scotia is a non-profit organization that partners with families and communities in Nova Scotia to make affordable homeownership a reality. The company is based in Halifax, Canada. The company brings communities together to help families build strength, stability, and independence through affordable homeownerships. Habitat for Habitat Nova Scotia offers hands-on partnerships to families, providing them with a foundation for success as homeowners. The company offers various ways to donate, including one-time gifts, in-kind donations, and monthly giving, and have a ReStore that offers a unique shopping experience with great deals on new and gently used furniture, appliances, home décor, and building materials. The organization is located on the traditional and unceded territory of the Mi’kmaq people.	Corporate Officer/Principal	-
Black & Co., Inc. (Oregon) Black & Co., Inc. (Oregon) Investment Banks/BrokersFinance Provides asset management services	Corporate Officer/Principal	-
First Interstate Bank (Billings, Montana) First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank provides a holistic approach to determining the best method to work toward their client's long-term objectives. The firm invests in exchange traded funds (ETFs), mutual funds, stocks and bonds, and annuities.	Corporate Officer/Principal	-

See the detail of Jeffrey Kenneth Yandle's experience

Training of Jeffrey Kenneth Yandle

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Jeffrey Kenneth Yandle's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	9
Wells Fargo & Co. Wells Fargo & Co. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer, commercial, corporate, investment banking and wealth management services	Finance
Black & Co., Inc. (Oregon) Black & Co., Inc. (Oregon) Investment Banks/BrokersFinance Provides asset management services	Finance
First Interstate Bank (Billings, Montana) First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank provides a holistic approach to determining the best method to work toward their client's long-term objectives. The firm invests in exchange traded funds (ETFs), mutual funds, stocks and bonds, and annuities.	Finance
University of Notre Dame University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.	Finance
University of Portland University of Portland Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Habitat for Humanity Nova Scotia Habitat for Humanity Nova Scotia Financial ConglomeratesFinance Part of Habitat for Humanity International, Inc., Habitat for Humanity Nova Scotia is a non-profit organization that partners with families and communities in Nova Scotia to make affordable homeownership a reality. The company is based in Halifax, Canada. The company brings communities together to help families build strength, stability, and independence through affordable homeownerships. Habitat for Habitat Nova Scotia offers hands-on partnerships to families, providing them with a foundation for success as homeowners. The company offers various ways to donate, including one-time gifts, in-kind donations, and monthly giving, and have a ReStore that offers a unique shopping experience with great deals on new and gently used furniture, appliances, home décor, and building materials. The organization is located on the traditional and unceded territory of the Mi’kmaq people.	Finance
US Trust US Trust Investment ManagersFinance Provides investment management services	Finance
Metropolitan Family Services Dupage Metropolitan Family Services Dupage Miscellaneous Commercial ServicesCommercial Services Provides advice, counseling and other supportive services to families and individuals	Commercial Services