
James FletcherJames Fletcher, CFA®Managing DirectorWealth Partner
Awards and Industry Recognition


Forbes
About James
Jim Fletcher is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a co-founder of FGF Partners, Jim guides an accomplished clientele through critical transitions in their lives and legacies, helping them deploy and invest their wealth with forethought and care. Drawing on more than four decades of experience, he offers the acumen and insight that stem from direct experience working with a wide range of individual and non-profit clients. Jim notes that as a fiduciary, he is obligated to put clients' interests ahead of his own—a dynamic that yields long-lasting relationships grounded in mutual trust and understanding.
Jim oversees the management of the team, refining its processes and systems to enhance the client experience. Jim advises business owners, executives and multigenerational families at varied points in the lifecycle of their wealth, designing customized investment and wealth-transfer initiatives. A strong advocate of planning, Jim shares that he and his colleagues "truly believe in estate and financial planning," noting that "you need a plan to get where you envision going." He maintains close communication with his clients, supporting their evolution as stewards of their wealth and emphasizing the value of patience and a long-term perspective.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Jim spent more than 14 years with First Republic Investment Management, where he was a Managing Director and Wealth Manager. Earlier, Jim served as First Vice President and Senior Director of Portfolio Management at BNY Mellon Wealth Management, where he worked for more than 10 years. His experience also includes tenure as President of Fletcher Capital Advisors, a Registered Investment Advisor. In this capacity, Jim managed assets for endowments, charities, nonprofit organizations and high-net-worth individuals.
A graduate of Stanford University, Jim earned his B.A. in Economics. He is a CFA® charter holder awarded through the CFA® Institute and is a member of the Los Angeles and Orange County CFA Societies.
Active in his community, Jim serves as Trustee of the Laguna Beach Community Foundation and served as Chair of its Investment Committee. He is a former Chair of the Laguna Beach Educational Foundation Investment Committee.
A resident of Laguna Beach, Jim is ecstatic catching up with his globe-trotting daughter and son's adventuresome family. In his free time, he takes "the road less traveled" in his Jeep, exploring deserted byways throughout California.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights

“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now