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

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Sustainability

Debunking the top five sustainable investing myths

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Family Legacy

When disaster strikes: How to give with intention and impact

April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
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