Jamie C. FaganJamie C. Fagan
Managing Director
Wealth Partner

"With 29 years of industry experience, I have built a dependable team of financial professionals who aim to provide a first-class experience for our clients."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023
Top Wealth Advisors Best-In-State
2023 • 2022 • 2021 • 2020 • 2019 • 2018

Barron's

Top 1,200 Financial Advisors
2016

About Jamie

Jamie Fagan is a Managing Director, Wealth Partner and Portfolio Manager with J.P. Morgan Wealth Management.

With 30+ years of industry experience, Jamie has built a dependable team of financial professionals who aim to provide a first class experience to their clients. He oversees the group's traditional fixed income strategies while also developing creative income-generating strategies in low-yielding markets. Jamie cultivates relationships with spheres of influence in order to develop and deliver holistic wealth plans. He leverages the strength and reputation of J.P. Morgan to provide affluent individuals, families, corporate executives and foundations with a host of industry-leading investment services and tools to help them pursue their financial goals.

Jamie was selected as one of the 2022 J.P. Morgan Chairman's Award honorees. It's incredibly meaningful to be recognized by the firm's leaders for demonstrating exemplary leadership, collaboration, client engagement and community partnership.

Jamie's industry knowledge, honed through both professional and nonprofit endowment affiliations, frames his ability to help clients identify and solve the complicated financial issues they often face. He and his team are adept at listening to concerns and financial objectives, and addressing their need for asset allocation, investment management guidance, and trust and estate planning.

Previous to beginning his J.P. Morgan tenure at a predecessor firm in 2006, Jamie was a Senior Vice President at Lehman Brothers, a Partner and Director of Private Client Group at SG Cowen, and a Senior Vice President at Smith Barney.

An active member of his community, Jamie is a board member of SquashBusters, an inner-city afterschool program for youths in Boston, Lawrence and Providence. He is a former Chairman of the New England Aquarium's Endowment in Boston and a past founding board member of The Turtle Ridge Foundation, an organization whose mission is to support disabled athletes. Previously, Jamie served as co-chair of the Investment Committee and Trustee for the Middlesex School in Concord, MA, the Board of Trustees of the New England – Canada Business Council and the Board of the University Club of Boston.

A graduate of the University of Vermont, Jamie earned a B.A. in Political Science with a minor in Economics. He currently lives in Boston's Beacon Hill neighborhood with his wife, Katie. Jamie and Katie have three grown daughters and enjoy gathering the family at their home in Baddeck, Nova Scotia. He is a five-time Massachusetts State Men's Open Doubles Squash Champion and, in addition to playing squash, loves to ski, fish and golf.

Insights

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Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
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Providing for your loved ones during your lifetime

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Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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