James LawlessJames LawlessVice PresidentInvestment Associate
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
Wealth Planning
Understanding disability insurance
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Markets and Economy
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Wealth Planning
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Investing
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Wealth Planning
Changing your state of residence
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Markets and Economy
Delayed September jobs report beats forecasts while unemployment rate ticks up
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Wealth Planning
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Wealth Planning
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Business Planning
Understanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWealth Planning
Understanding disability insurance
November 21, 2025Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read NowMarkets and Economy
3 key contrasts shaping market momentum
November 21, 2025AI, household trends and global trade are giving investors both reasons to feel optimistic and reasons to show caution.Read NowWealth Planning
A loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowInvesting
How to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowWealth Planning
Changing your state of residence
November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read NowMarkets and Economy
Delayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read NowWealth Planning
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read NowWealth Planning
What is umbrella insurance and why might I need it?
November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowBusiness Planning
Understanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
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