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 leads 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

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.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.
(212) 272-2912james.pace@jpmorgan.com