About James

James Lawless is a Vice President and Investment Associate at J.P. Morgan Wealth Management.

A member of The Atwood Group, Jim specializes in delivering holistic wealth management strategies to ultra-high-net-worth individuals and families. He advises clients in all areas of their balance sheet, with a focus on portfolio construction and complex planning issues. With 15 years of experience centered around independent advice and fiduciary governance, he brings a practiced hand to the process of providing clients transparency and clear direction.

Jim and his team joined J.P. Morgan in 2023 to offer their clients access to the breadth of resources and capabilities of an industry leader. He was previously a Director and Investment Specialist with First Republic Investment Management, after serving as a Senior Director of a Boston-based registered investment advisory (RIA) firm where he built and serviced single-family offices. He began his career as an Analyst at Virtu Financial (formerly Madison Tyler Trading), after which he joined Morgan Stanley, supporting the firm's institutional trading desk.

Jim holds a B.A. from Binghamton University.

Insights

Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
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