Awards and Industry Recognition

Forbes

Best-In-State Wealth Advisors
2021 • 2020 • 2019 • 2018

Financial Times

Top 400 Advisors
2016 • 2015

About James

Jim Taylor is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. He is the founder of The Taylor Group and brings over 30 years of experience in wealth management to serve an exclusive group of successful individuals, families, entrepreneurs and corporate executives located across the United States. Together with his team, Jim uses a consultative approach to design a customized plan that helps address each client's unique needs and long-term objectives.

He has earned the trust of a generation of successful families through his knowledgeable and seasoned guidance.

Jim began his career in 1986 at Bank of Boston and founded The Taylor Group at Smith Barney in 1993. Most recently, he was a Managing Director at UBS Wealth Management. Among his honors, Jim has been recognized by Forbes, the Financial Times and Barron's for his work as a Financial Advisor. He is a Certified Private Wealth Advisor (CPWA) and holds the FINRA Series 7 license, as well as life insurance and commodities licenses.

Born and raised in Massachusetts, Jim is a graduate of Babson College where he majored in Finance and Investments. He continues to remain active with his alma mater and is currently a member of the College Advisory Board as well as the Cutler Center for Investments and Finance Advisory Board. Previously, Jim served as a member of the College's Board of Trustees for 12 years as well as serving a term as President of the Alumni Association.

Jim plays an active role in his community, serving as a Board Member of the Hingham Historical Society as well as a former chair of his town's Advisory Board. Additionally, Jim is currently a member of the Board of Ambassadors for the New England Aquarium, and raises funds for the Dana-Farber Cancer Institute, an organization that has personal meaning for his family.

Married for over 20 years, Jim and his wife have two children and a menagerie of animals. He likes to travel, play golf, root for the local sports teams and spend time with his family.

Insights

Investing

5 things moving markets—besides the Fed

February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read Now
Investing

Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.

February 21, 2022Read Now
Investing

How are markets adjusting to the ongoing crisis in Ukraine? 

March 3, 2022Three things are starting to become clear as the invasion continues.Read Now
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(617) 654-2364jim.taylor@jpmorgan.com