James BarrJames Barr, CRPC ®, CRPS ®Executive Director, Client Specialist
About James
James Barr is an Executive Director and Client Specialist at J.P. Morgan Wealth Management.
Working in partnership with J.P. Morgan's Wealth Advisors, Jim delivers innovative, sophisticated financial strategies to founders, partners, executives and their families. He engages with clients to be their single source for managing their wealth picture, leaving them free to pursue what is most important to them. His focus is on introducing clients to the range of the firm's services so they may optimize the outcomes they are seeking.
Jim approaches each relationship in a consultative capacity, listening to what clients are trying to achieve and then aligning J.P. Morgan's comprehensive suite of services to address these goals. He selects the advisors and specialists best suited for their scenario and can guide individuals in investment management, wealth planning, risk management, insurance, trust and estates and other sophisticated services. He is proud that clients describe him as accountable, highly responsive, a person of integrity and an advocate for all of their needs.
In a career that spans three decades, Jim most recently spent eight years as a Wealth Advisor at First Republic Investment Management, working with corporate and individual clients to develop and implement comprehensive wealth management strategies. Previously, he served as Vice President with Merrill Lynch Global Wealth Management, advising clients and financial professionals on asset protection, income planning, retirement planning and wealth transfer.
Jim graduated from Fitchburg State College, earning a B.S. in Economics. He also holds the Chartered Retirement Planning CounselorSM and the Chartered Retirement Plan SpecialistSM designations through the College for Financial Planning. In addition, he was a Sergeant in the United States Army Reserves.
Jim's community service includes past membership on the advisory board of a local Massachusetts hospital and coaching youth football. He and his wife are active in philanthropy for New York City's Memorial Sloan Kettering Cancer Center. In his free time, Jim is a pilot and enjoys the outdoors, especially fly fishing.
Insights
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read NowFinding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read NowJ.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowHelping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now