About James

James Oetking is a Client Associate at J.P. Morgan Wealth Management.

As a member of Jake Lamarine's team, he provides operational and customer service support for high-net worth individuals.

His responsibilities include executing trades, fund transfers, onboarding procedures and wire transfers. James works diligently to deliver an excellent customer experience.

With 21 years of experience in financial services, James began his career in 2003 at Chase as a teller. He then moved to PNC as a Private Client Relationship Manager, before returning to J.P. Morgan as a Client Service Associate where he gained valuable relationship management experience.

James and his wife, Lisa, have been married for five years and live in the northern suburbs of Chicago. In his free time, James enjoys cooking and playing golf.

Insights

Outlook

Investment implications of President Trump’s first month in office

March 12, 2025In his first 30 days, President Trump has made policy decisions on tariffs, immigration and deregulation. Here’s what investors need to know moving forward.Read Now
Outlook

Eye on the Market: Fifty days of grey

March 12, 2025In this edition of Eye on the Market, Michael Cembalest gives his take on the Trump administration’s economic policies 50 days in, as well as their effect on markets thus far.Read Now
Wealth Planning

Estate planning in a low interest rate environment

March 11, 2025Low interest rates may provide an opportunity to transfer wealth with little or no gift tax cost.Read Now
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