James BeckerJames BeckerExecutive DirectorWealth Advisor
About James
James Becker is an Executive Director, Portfolio Manager and Wealth Advisor with J.P. Morgan Wealth Management.
He works with retirees and individuals preparing for a transition from their professional careers, advising them through the accumulation, pre-distribution and distribution phases of their wealth planning. He begins by helping them identify where they are in that cycle and then delivering customized strategies tailored to their particular needs. He views asset allocation as paramount to a successful wealth journey and makes adjustments as needed to reflect evolving economic and market conditions, life circumstances, goals and risk tolerance.
Jim understands the importance of listening to his clients and asking the right questions to learn what is important to them and what they hope to accomplish with their wealth. He believes that by listening more than talking, he can gather the insights he needs to help add value to their financial lives.
In a career spanning nearly four decades, Jim spent 35 years at UBS—the first 16 years at PaineWebber before the UBS acquisition—then joined J.P. Morgan in 2019.
Jim graduated from the University of Kentucky with a B.A. in Political Science and Government. He earned a J.D. from Northern Kentucky University's Salmon P. Chase College of Law.
In his free time, Jim is an avid reader and has started writing a book to educate and inform those in the lower economic tiers. Drawing on his nearly 40 years of wealth creation, the book's thesis is you don't have to make a lot of money to have a lot of money.
Jim and his wife have four children and one grandchild. He has been active in his community through his service to his church as an Elder, usher, and member of the Finance Committee. He remains a big U.K. basketball fan.
Insights
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now