James FooteJames FooteExecutive DirectorWealth Advisor
About James
James Foote is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
James brings over thirty years of industry experience to advise individuals, multi-generational families, small institutions and small business owners. He delivers comprehensive guidance and investment strategies that help add value across the entirety of their assets. James focuses on risk management across the equity and fixed income markets. He draws on his vast investment advisory experience to implement asset allocations that align with clients' risk profiles and desired returns, tailored specifically to their needs.
Taking a holistic approach to wealth management, James strives to deliver the full capabilities of the firm directly to each individual. He follows a top-down process, working collaboratively so clients feel as if they are part of a family office. James utilizes the strengths of J.P. Morgan's award-winning research1 in tandem with J.P. Morgan's trading desks to execute the various strategies. He is also skilled in cash management.
James attended Rutgers University and started his extensive career at MPV Securities in 1991. Before joining J.P. Morgan, he was at Paine Webber, Smith Barney, Morgan Stanley and Merrill Lynch. James has an extensive background in trading that includes municipals, corporates, high yields and mortgage-backed securities. He has also created sophisticated options strategies designed to hedge concentrated stock holdings and market risk utilizing zero-cost collars and other innovative approaches.
James resides in Fairfield County, CT, with his wife, Kim, daughter, Liz, and dogs Spencer and Avery. In his spare time, he enjoys a round of golf, sailing and spending time up at the Cape with his family.
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowThe bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowWhat to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowWhat to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowOn the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read NowMarch 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read NowWealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now