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
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now