James CordonJames Cordon
Executive Director
Wealth Advisor

"I am responsible for financial and estate planning strategies, coordinating investment policy plans and client relationship management."

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

Banking

Managing cash: Make sure your assets are well protected

January 9, 2024Today, choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Wealth Planning

Trusts: 3 myths and the real story behind them  

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Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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