James FaraciJames Faraci, AIF®Vice PresidentWealth Advisor
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About James
James Faraci is a Vice President, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
As a founding member of The G Wealth Management Group, James offers comprehensive guidance to a diverse base of successful clients, including affluent individuals, corporate executives, founders, entrepreneurs, members of the tech community and other wealth creators. He serves as a powerful advocate to deliver the firm’s capabilities and help multi-generational families address the complexities of significant assets.
James leads the team’s efforts to provide skilled support for 401(k) and pension plans, including defined benefit, defined contribution, deferred compensation and cash balance plans. His focus is on ensuring a seamless process to address corporate goals and generate value for companies and their executives. To do so, he oversees the robust suite of customized services in J.P. Morgan’s Defined Contribution (DC) Consulting Program. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
James has a way of connecting with clients to explore and identify the goals that are most important to them. He takes a comprehensive planning approach to offer long-term strategies that integrate banking, lending, trust and estates and investing. He cares deeply for his clients and works side-by-side to prepare the next generation for the responsibilities to come.
With a career that has spanned nearly 15 years, James has a well-diversified background in wealth planning, investment management, trading, compliance and insurance products. Most recently, he was with the Bleakley Financial Group and previously, he worked with the team at J.P. Morgan and Barclays Wealth Management. He is pleased to come full circle and return to a firm that emphasizes placing clients first.
James graduated from Bucknell University with a B.A. in Economics and a minor in Mathematics and Statistics. He holds the Accredited Investment Fiduciary® designation.
Born and raised in New Jersey, James continues to reside in his home state with his wife and three young children. He describes his family as his greatest asset. James enjoys skiing, surfing and has an addiction to golf. Acting on his strong interest in programs that focus on childhood education, he has volunteered his time as a coach at Ice Hockey in Harlem.
Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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