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
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
Stock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowLessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowNonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowStock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now