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
Investing in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read Now
The cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read Now
Fed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read Now
Step-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read Now
Diesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read Now
Liquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read Now
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now
Family social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read Now
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowInvesting in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read NowThe cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read NowFed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read NowStep-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowDiesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read NowLiquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read NowSocial engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read NowFamily social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read Now$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now