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
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Building tax-efficient equity exposure
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Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.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 NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now