James AtwoodJames AtwoodManaging DirectorWealth Partner
About James
Jim Atwood is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Jim brings more than three decades of experience in designing and implementing customized investment and wealth strategies for a nationwide client group of ultra-high-net-worth individuals and families. He draws on the combined resources of his integrated team and J.P. Morgan's vast array of thought leadership and global market perspectives to help his clients manage, deploy and transfer their wealth in a manner consistent with their immediate cash flow needs and long-term goals.
Jim is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, one of a select group of advisors who undergo a screening process to manage discretionary portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. His refined skills in asset allocation, manager selection and portfolio construction have fostered engaging relationships, and many clients have worked with him for generations of their families. He has garnered a reputation for helping address the challenges that significant wealth presents and assisting clients in pursuing their aspirations.
In a financial services career that began at Merrill Lynch, where he rose to Senior Managing Director, Jim most recently spent five years at First Republic as a Senior Wealth Manager. He moved with his team to J.P. Morgan in 2023 in recognition of the benefits that could accrue to his clients through the firm's global capabilities.
A graduate of the University of Vermont, Jim earned a B.A. in Political Science.
Jim and his wife, Kristen, live in Palm Beach, FL, with their five children. He serves on the boards of Boston City Year and The New England Aquarium and previously was a board member of the Wang Center for the Performing Arts.
Insights
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October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now
Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read Now
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One economy, two markets, one message
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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 NowA calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowWhich industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowData centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowHow an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read NowOne economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.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 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 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 Now