James PaceJames PaceInvestment Associate
About James
James Pace is an Investment Associate with J.P. Morgan Wealth Management, a wealth management division of J.P. Morgan. As a member of The Gilman Wealth Management Group, a team that provides tailored investment and wealth management services to ultra-high-net-worth clients, James works primarily in the team's Investment Management division, leading key initiatives that ultimately enhance the client experience.
James focuses his time on cultivating new client relationships with those who would benefit from J.P. Morgan's wide array of tailored investment, banking, and lending services. Along with his team, he provides high-quality, personalized service to help clients leverage the firm's global resources to pursue and develop their financial foundation. He is also Co-Educational Director, leading a robust education program for clients and team members.
A graduate of St. John's University in Queens, James holds a B.S. in Finance. Additionally, he earned an M.B.A. with a concentration in Finance from Hofstra University. After graduating from Hofstra, he joined the team. He holds FINRA Series 7 and 66 licenses. James is in the process of pursuing the Certified Financial Planner certification.
James resides in Astoria, Queens. He is an avid sports fan, and enjoys spending time with friends and family.
Insights
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July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As 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 NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now