James BeckerJames BeckerExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About James
James Becker is an Executive Director, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
He works with retirees and individuals preparing for a transition from their professional careers, advising them through the accumulation, predistribution 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. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
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.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
Insights
Inflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now
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October 16, 2026As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2026 and beyond.Read Now
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Make philanthropy a family affair
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October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowInflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now6 year-end strategies to consider
October 16, 2026As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2026 and beyond.Read NowAre Fed officials changing their tone ahead of October’s FOMC meeting? Here’s what they’re saying
October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read NowWhat risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read NowOil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowMake philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowWhy a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read NowSecurities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowA calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now