James W. TaylorJames W. Taylor, CPWA®Managing DirectorWealth Partner
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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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now