James DempseyJames DempseyManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
Top Wealth Advisors Best-In-State
2026 • 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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May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
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May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read NowFamily Legacy
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowWealth Planning
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowRetirement
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily Legacy
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowFamily Legacy
How parents can create financially independent adults
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The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowMarkets and Economy
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read NowFamily Legacy
How to successfully gift to heirs
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Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now
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