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.
Three ways you can amplify your impact as a donor
September 17, 2024We’ve collected top actions donors are taking.Read Now
How did the markets respond to the U.S. Presidential debate?
September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read Now
Retirement and estate planning for unmarried couples
September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
Business succession planning: Valuing your business
September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read Now
The duties of a trustee
September 11, 2024There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 11, 2024LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
August 2024 Jobs Report: 142,000 jobs added, an acceleration from July
September 9, 2024U.S. job growth accelerated in August, solidifying the case for a September interest rate cut from the Federal Reserve.Read Now
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read NowThree ways you can amplify your impact as a donor
September 17, 2024We’ve collected top actions donors are taking.Read NowHow did the markets respond to the U.S. Presidential debate?
September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read NowRetirement and estate planning for unmarried couples
September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowBusiness succession planning: Valuing your business
September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowAugust 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read NowThe duties of a trustee
September 11, 2024There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowProtecting estate plans from hostile family members may be advisable
September 11, 2024LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read NowAugust 2024 Jobs Report: 142,000 jobs added, an acceleration from July
September 9, 2024U.S. job growth accelerated in August, solidifying the case for a September interest rate cut from the Federal Reserve.Read Now