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

Markets

Differentiating large from small: Firm size and exposure to trade tensions

August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
Outlook

July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue

July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Family Legacy

Insight 1: Build and sustain a “great” extended family

July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
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