About James

James Oetking is a Client Associate at J.P. Morgan Wealth Management.

As a member of Jake Lamarine's team, he provides operational and customer service support for high-net worth individuals.

His responsibilities include executing trades, fund transfers, onboarding procedures and wire transfers. James works diligently to deliver an excellent customer experience.

With 21 years of experience in financial services, James began his career in 2003 at Chase as a teller. He then moved to PNC as a Private Client Relationship Manager, before returning to J.P. Morgan as a Client Service Associate where he gained valuable relationship management experience.

James and his wife, Lisa, have been married for five years and live in the northern suburbs of Chicago. In his free time, James enjoys cooking and playing golf.

Insights

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
Investing

Building up: How we see infrastructure investment expanding

April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
Markets

5 thoughts on the market’s tariff tantrum

April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
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