James CondryJames CondryWealth Advisor
LinkedInAbout 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
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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
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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?
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