Jim HilderbrandtJim Hilderbrandt
Executive Director

About Jim

Jim is an Executive Director and the National 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.



Quick shot: Build it and they will come: The Fed’s latest support measures

March 20, 2023The formal job of the Fed is to keep inflation in check and maximize employment, but our central bank also serves a crucial role as the bedrock of the banking system.Read Now

Quick shot: How is today's market different from 2008?

March 19, 2023The recent banking turmoil seems to be, at least in part, a symptom of the rapid monetary policy tightening seen over the last year.Read Now

Three Cybersecurity Trends to Watch Out for in 2023

March 16, 2023Sophisticated phishing, vishing and ransomware campaigns could be aimed at a widening field of targets – but there are things you can do to protect yourself.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.