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Jeff Niedermeyer
Senior Wealth Manager
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Jeff helps individuals and families achieve their financial goals, through thoughtful and meaningful wealth-planning advice. He draws from his diverse experience in the wealth management industry to offer clients confidence and peace of mind in their financial future.
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Jeff holds a long-standing passion for investing and the dynamics of financial markets in a career that began on Wall Street and spans more than 15 years. Prior to joining Bridge Advisory, Jeff was a Private Banker at J.P. Morgan where he managed assets for high-net-worth individuals. Jeff has also worked as a Portfolio Manager at City National Bank and in Institutional Sales & Trading at Maybank Kim Eng Securities.
A native of the Los Angeles area, Jeff received both his bachelor’s degree and M.B.A. from the Marshall School of Business at the University of Southern California.
Jeff is an avid tennis player and enjoys surfing and international travel. He is active in the community and most recently volunteered his time as a tutor with Reading Partners Los Angeles. Jeff is also a member of the Alumni Council at Mayfield Junior School in Pasadena, CA.
“Winning is not a sometime thing; it’s an all the time thing. You don’t win once in a while; you don’t do things right once in a while; you do them right all of the time. Winning is a habit.”
– Vince Lombardi
What are some interesting facts about you?
I am a fifth-generation Los Angeles native. My great-great grandparents settled in Los Angeles and my family has been here ever since.
What do you do at Bridge?
I help clients achieve their goals by asking questions, listening intently, and presenting thoughtful advice.
What are your credentials/past experience, for working in your position?
I started my career on Wall Street in 2008 and have spent my entire career working in investment management. I have worked in Private Banking, Portfolio Management, Investment Research, and Institutional Sales & Trading. I have seen everything from the Great Financial Crisis to Meme Stock Mania. I think my experience gives me a unique perspective to help clients navigate financial markets.
What’s your Archetype?
Executive ESTJ-A
What do you like about working at Bridge?
The people! I truly believe that an organization is only as strong as the people who work there. At Bridge, we have smart, passionate people who genuinely care about their clients.
What are the Bridge Advisory Core Values that drive you?
Be Excellent and Be Client-Focused.
Your top three favorite Podcasts/Books?
Shoe Dog: A Memoir by the Creator of Nike – Phil Knight, The Little Book of Common Sense Investing – John C. Bogle and Adventures of Huckleberry Finn – Mark Twain
What do you enjoy doing when you are not working?
My favorite things to do outside of work are surfing, playing tennis, and traveling!
What are you looking forward to?
I am looking forward to making an impact at Bridge Advisory and in the greater Pasadena community.
What makes you smile?
Bull markets, warm weather, delicious food, and good friends.
What would you do if you won the lottery?
Set up a meeting with my colleagues at Bridge to update my financial plan!
What’s the best adventure you’ve taken? Or favorite place you’ve traveled to?
I have traveled all over the world including Asia, Europe, and South America. Most recently, I traveled to Portugal with my girlfriend Sarah and we had a great time.