James CordonJames CordonExecutive DirectorWealth Advisor
About James
James Cordon is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
A member of The Kolker Group, he offers holistic financial advisory services to the team's high-net-worth clients and their families.
Playing a critical role on the team, James is responsible for financial and estate planning strategies, coordinating investment policy plans and client relationship management. In addition, he is charged with handling the equity-based investments for the team, including the implementation and reporting for managed accounts.
Pursuing a lifelong interest in investment services, James began his career in 2001 at UBS, and then spent eight years at Morgan Stanley with The Kolker Group. He moved with the team to J.P. Morgan in 2017, drawn to the firm's diverse investment platforms and wide range of professional resources. James maintains a keen interest in expanding his knowledge base, and challenges himself to continuously seek new insights regarding the markets.
James graduated magna cum laude from Colgate University, where he earned a B.A. in Economics. A talented singer, he is an alumnus of the Colgate Resolutions a cappella group.
Active in his community, James is an avid supporter of the Lung Cancer Alliance and the North Shore Animal League. He and his wife, Samantha, reside in Glen Ridge, New Jersey, with their daughters, Madelyn and Amelina. In his spare time, he enjoys cooking, singing and spending time with his family.
Insights
How an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Fourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
Make philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
Estate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
September 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read Now
Putting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowHow an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read NowSeptember 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowFourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowSeptember 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read NowPutting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now