Jim HilderbrandtJim HilderbrandtExecutive Director
About Jim
Jim is an Executive Director and the Lead for the Lending Associate team at J.P. Morgan Advisors, a wealth management division of J.P. Morgan. In this role, he works with Financial Advisors to understand their clients' financial goals and needs to then custom craft tailored and innovative liquidity strategies to meet those objectives. Jim's areas of expertise include both traditional banking such as deposit accounts and credit cards as well as a broad range of credit strategies like securities based loans, mortgages and complex custom lending arrangements as a part of integral part of holistic wealth management.
Whether discussing traditional banking accounts, borrowing money for a home or looking for guidance on how to finance a business, Jim's many years in the industry enable him to provide sound credible advice along with a very detailed understanding of the current market's landscape. He is committed to providing a high level of service to ensure that clients and advisors have timely support in managing their affairs. Jim's career began in community banking during college and has spanned more than twenty-five years across traditional banking, wealth management and financial services with firms like First Union/Wachovia Banks, Morgan Stanley and UBS Financial Services.
He has held numerous roles throughout his tenure in the business to include Branch Manager, Private Banker, and Banking Consultant.
Most recently, Jim served as a Senior Wealth Management Banker at UBS Financial Services, Inc. where he consulted to Financial Advisors on their client's banking and lending needs across multiple office complexes in the Southeast and MidAtlantic regions. Jim is a graduate of Georgia Southern University with a BA in Spanish and minors in International Studies and Finance. He holds FINRA Series 7, 63, 66, and 24 licenses. In his spare time he volunteers with the Georgia 4-H Club where he serves on the statewide Foundation Board of Trustees.
This is not a commitment to lend. Bank deposit accounts, such as checking, savings and bank lending, may be subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now