Jim DoyleJim Doyle, AIF®Managing DirectorWealth Advisor
About Jim
Jim Doyle is a Managing Director with J.P. Morgan Wealth Management.
Jim Doyle 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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May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
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