About James

Jim Condry is a Wealth Advisor with J.P. Morgan Wealth Management.

He serves business owners, corporate executives, wealthy individuals, families, foundations and endowments. He combines an institutional level of service, process and discipline with the firm's Strategic Investment Services (STRATIS) to help build and manage portfolios.

With 39 years of experience in financial services, Jim began by providing fixed income services and product management to major institutions. He then transitioned to private wealth management, attracted by the opportunity to work with individuals who want to consider his extensive experience. He draws on his corporate background to create customized portfolio strategies for individuals and their investment entities, delivered in a boutique style. He helps guide corporate executives on exercising options, managing concentrated and restricted stock positions, and facilitating an array of credit needs. Throughout the process, Jim forges solid relationships by listening to client needs, responding with appropriate asset allocation strategies and using professional money management services to implement them.

Jim's investment management career started at Salomon Brothers (now Morgan Stanley Smith Barney), from 1975 to 1995, where he served both institutional and individual clients. He joined J.P. Morgan's predecessor firm Bear Stearns in 1995, gravitating from a transaction-oriented business to his money management role at the firm in 2008.

A graduate of The University of Texas at Austin, Jim earned a B.A. in Finance, followed by an M.B.A. from the University's McCombs School of Business. He and his wife live in Dallas and have three grown boys. Jim is an avid cyclist and golfer, and finds time to fly fish in the Northwest.

Insights

Outlook

Bubble or bliss? Why we think stocks could grind higher.

March 28, 2024The market has made over 20 new highs this year. Here’s what’s driving it and why the gains could continue.Read Now
Wealth Planning

Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges

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Outlook

The race to rate cuts is on: What it means for you

March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?Read Now
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