
James VenetosJames VenetosManaging DirectorWealth Partner
About 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

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June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
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The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
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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
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now