Jim DoyleJim Doyle, AIF®Managing DirectorWealth Advisor
About Jim
Jim Doyle is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
Jim advises the principles responsible for large and middle-market employer sponsored retirement plans. He has over 25 years of experience across the full spectrum of critical plan functions. During his career, he has led plan design, product development, investment consulting, manager surveillance, regulatory oversight, record keeper due diligence, IPS development and participant programming across a wide range of plan types and industries.
Until recently, he was the Head of Retirement Plan Solutions for J.P. Morgan Wealth Management where he was responsible for building the organization's retirement services capabilities and managing the retirement plan solutions available to J.P. Morgan clients.
Prior to joining J.P. Morgan in 2008, Jim was Senior Vice President at Aon Consulting where he served as the Senior Business Development Officer for the Defined Contribution and Investment Consulting Practices and was a member of the National Defined Contribution Leadership Council. He was the founder and Principal of Aon Retirement Plan Advisors LLC, a Registered Investment Advisor providing investment analytical work for Aon's qualified plan and large case deferred compensation plan clients, and the President of Aon Annuities and Insurance Services, Inc.
Jim has served on industry boards and organizations and is a frequent speaker at industry events. He currently serves on the Board of the St. Vincent's SWIM Across the Sound as acting Safety Director. He received a B.A. in History from Fairfield University.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
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