About James

James Delaney is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

James is a founding member of The Delaney Group, which serves high-net-worth individuals with an emphasis on those who have a creative and innovative mindset. He offers the breadth of resources and institutionalcaliber advice of a global financial powerhouse.

In a practice marked by long-lasting relationships that extend for more than 20 years, James begins by preparing a wealth plan to outline an asset allocation strategy corresponding to each individual's needs. He then positions their portfolio accordingly and finds that when markets are in turmoil, his honest answers guide his clients.

James is described as strategic, forthright and insightful in explaining how markets work in various scenarios. He possesses the knowledge and depth to deliver advice that helps target positive outcomes. He looks out for clients, and his deep grounding in research and how markets work together helps engender their faith in listening to what he has to say and what they need to hear.

In a financial services career that spans almost three decades, James spent the first nine years creating and operating a real estate advisory and valuation business that served lenders on Wall Street. With that foundation, he joined UBS Wealth Management in 2007 as Vice President of Investments. In 2020, James moved his practice to J.P. Morgan Wealth Management and is located in their Miami office.

James was born in New York City, raised in New Jersey and graduated from New York University. He is now a longtime resident of Miami, and in his free time, is an artist and avid painter, and also travels a great deal.

Insights

Markets and Economy

The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?

August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
Markets and Economy

When will the Fed hike? It doesn’t matter

August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
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Family Legacy

Insight 6: Active cross-generational stakeholder alliance

August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
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