James PaceJames Pace
Investment Associate

"I provide high-quality, personalized service to help clients leverage the firm’s global resources to pursue their investment goals."

About James

James Pace is an Investment Associate with J.P. Morgan Wealth Management, a wealth management division of J.P. Morgan. As a member of The Gilman Wealth Management Group, a team that provides tailored investment and wealth management services to ultra-high-net-worth clients, James works primarily in the team's Investment Management division, leading key initiatives that ultimately enhance the client experience.

James focuses his time on cultivating new client relationships with those who would benefit from J.P. Morgan's wide array of tailored investment, banking, and lending services. Along with his team, he provides high-quality, personalized service to help clients leverage the firm's global resources to pursue and develop their financial foundation. He is also Co-Educational Director, leading a robust education program for clients and team members.

A graduate of St. John's University in Queens, James holds a B.S. in Finance. Additionally, he earned an M.B.A. with a concentration in Finance from Hofstra University. After graduating from Hofstra, he joined the team. He holds FINRA Series 7 and 66 licenses. James is in the process of pursuing the Certified Financial Planner certification.

James resides in Astoria, Queens. He is an avid sports fan, and enjoys spending time with friends and family.

Insights

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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