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
Threading the needle: Where markets may be mispricing trade risk
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April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now