James VenetosJames VenetosManaging DirectorWealth Partner
LinkedInAbout James
James Venetos is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. He draws on his significant industry experience to deliver sophisticated strategies and customized wealth management services for high-net-worth individuals and their families.
Jim has managed the assets of successful clients through many market cycles and understands the importance of mitigating risk in a personalized manner. He develops investment portfolios that he tailors to his clients' specific goals. Jim provides access to the firm's products and services—banking, mortgage, lending and credit—to help address a wide array of investment needs. Known for his insightful perspective, he is committed to building multi-generational relationships and placing clients first. In 2021, Jim was recognized by Forbes as a Best-In-State Wealth Advisor.1
As a member of the J.P. Morgan Portfolio Manager Program, Jim is one of 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 each advisor's investment strategy.
Before joining J.P. Morgan in 2006, Jim was a Managing Director and Senior Portfolio Manager at Smith Barney. He began his career at Drexel Burnham Lambert.
Jim was raised in Brooklyn, one of four boys born to a hardworking family. Through dedication and perseverance, he entered Cornell University at the age of 16 on a full academic scholarship. Jim holds a B.S. from the college's School of Hotel Administration. He also earned an MBA from the University of Massachusetts. He is multilingual and speaks Greek, German and is conversant in Italian and Spanish.
Active in his community, Jim is a former board member of the Newport Music Festival and the King School in Stamford, Connecticut. He participates in a variety of worthy causes including The Blanton-Peale Institute and Counseling Center, an organization that provides affordable and holistic mental-health care to people who represent the diversity of New York City. He is also involved with Person-to-Person, whose mission is to provide emergency assistance for basic needs plus other support to individuals and families as they move toward financial stability.
Jim served in the Army as a First Lieutenant during the Vietnam War. He is proud to be a U.S. veteran and is the founder of the Museum of the United States Army in Washington, D.C. Jim participates in The U.S. Army Foundation and The Wounded Warrior Project.
Married with three children, he leads an active lifestyle and enjoys travel and music of all genres.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now