James PaceJames PaceInvestment Associate
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
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April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
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