James CordonJames Cordon
Executive Director
Wealth Advisor

"I am responsible for financial and estate planning strategies, coordinating investment policy plans and client relationship management."

About James

James Cordon is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.

A member of The Kolker Group, he offers holistic financial advisory services to the team's high-net-worth clients and their families.

Playing a critical role on the team, James is responsible for financial and estate planning strategies, coordinating investment policy plans and client relationship management. In addition, he is charged with handling the equity-based investments for the team, including the implementation and reporting for managed accounts.

Pursuing a lifelong interest in investment services, James began his career in 2001 at UBS, and then spent eight years at Morgan Stanley with The Kolker Group. He moved with the team to J.P. Morgan in 2017, drawn to the firm's diverse investment platforms and wide range of professional resources. James maintains a keen interest in expanding his knowledge base, and challenges himself to continuously seek new insights regarding the markets.

James graduated magna cum laude from Colgate University, where he earned a B.A. in Economics. A talented singer, he is an alumnus of the Colgate Resolutions a cappella group.

Active in his community, James is an avid supporter of the Lung Cancer Alliance and the North Shore Animal League. He and his wife, Samantha, reside in Glen Ridge, New Jersey, with their daughters, Madelyn and Amelina. In his spare time, he enjoys cooking, singing and spending time with his family.

Insights

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring 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
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.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.