James FooteJames FooteExecutive DirectorWealth Advisor
About James
James Foote is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
James brings over thirty years of industry experience to advise individuals, multi-generational families, small institutions and small business owners. He delivers comprehensive guidance and investment strategies that help add value across the entirety of their assets. James focuses on risk management across the equity and fixed income markets. He draws on his vast investment advisory experience to implement asset allocations that align with clients' risk profiles and desired returns, tailored specifically to their needs.
Taking a holistic approach to wealth management, James strives to deliver the full capabilities of the firm directly to each individual. He follows a top-down process, working collaboratively so clients feel as if they are part of a family office. James utilizes the strengths of J.P. Morgan's award-winning research1 in tandem with J.P. Morgan's trading desks to execute the various strategies. He is also skilled in cash management.
James attended Rutgers University and started his extensive career at MPV Securities in 1991. Before joining J.P. Morgan, he was at Paine Webber, Smith Barney, Morgan Stanley and Merrill Lynch. James has an extensive background in trading that includes municipals, corporates, high yields and mortgage-backed securities. He has also created sophisticated options strategies designed to hedge concentrated stock holdings and market risk utilizing zero-cost collars and other innovative approaches.
James resides in Fairfield County, CT, with his wife, Kim, daughter, Liz, and dogs Spencer and Avery. In his spare time, he enjoys a round of golf, sailing and spending time up at the Cape with his family.
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
The defensive playbook isn’t your average inflation roadmap
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When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Why cash flow forecasting and succession planning matter
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The global rates repricing: will central banks actually hike?
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Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
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How to think about market volatility
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April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now