James OetkingJames OetkingClient Associate
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
Wealth Planning
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Wealth Planning
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November 12, 2026Make sure to plan for all potential outcomes.Read NowWealth Planning
New year, new perspective (on your financial future)
November 12, 2026The new year can set the stage for new beginnings. If you are looking to better manage your finances, here are three strategies rooted in behavioral science.Read NowWealth Planning
Planning for your child becoming an adult
November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowRetirement
How the inherited IRA 10-year rule works under the SECURE Act
November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read NowInvesting
How to manage your employee stock options
November 10, 2026It’s important to consider the tax and investment implications of holding or exercising your options.Read NowInvesting
A guide to alternative investments: What they are and how they work
November 9, 2026Learn what alternative investments are, how they work, and the potential benefits and risks to consider before adding alternatives to your portfolio.Read NowMarkets and Economy
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read NowWealth Planning
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read NowWealth Planning
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read Now
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