James DempseyJames DempseyManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
Top Wealth Advisors Best-In-State
2025 • 2024 • 2023 • 2022 • 2021 • 2020
America's Top Wealth Advisors
2019
About James
James Dempsey is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
James has been engaged in investment-related activities since 1987.
Before rejoining J.P. Morgan in 2023, James was a Senior Managing Director and Wealth Manager at First Republic from 2012 to 2023. Previously, he was a Managing Director at US Trust, responsible for $1.2 billion in private client assets. While there, he was a member of the Custom Equity Solutions Group, the team responsible for research and development of equity ideas used in portfolios throughout the firm.
Earlier in his career, James was a Portfolio Manager at J.P. Morgan, managing $2 billion in client assets and serving on the Value Equity and Asset Allocation Committees. He began his professional journey as an Institutional Equity Portfolio Manager for the Large Cap Growth team at Alliance Capital.
James earned his B.A. in Economics from the State University of New York at Buffalo and his M.B.A. from the New York Institute of Technology. He is a member of the New York Society of Security Analysts.
Insights
Family Legacy
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Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowRetirement
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Providing for your loved ones during your lifetime
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Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowMarkets and Economy
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowMarkets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read NowFamily Legacy
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowInvesting
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowMarkets and Economy
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
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