Jim Hilderbrandt
Executive Director and Wealth Advisor, J.P. Morgan Wealth Management
Jim Hilderbrandt is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management. Jim draws from decades of industry experience across all areas of banking and wealth management to support the Jenkins | Podkulski | Alison ESOP Advisory Group by leading business strategy, practice management and educational events around the myriad benefits of Employee Stock Ownership Plans (ESOPs). Jim is passionate about serving business owners and helping them craft meaningful succession and wealth planning strategies that build enduring wealth, now and for the future, so that each individual can pursue their most meaningful aspirations.
In a financial services career that spans 30 years, Jim began working at a community bank while still in college and subsequently spent more than a decade in private banking at Morgan Stanley, UBS and Wells Fargo. He is known for his strategic direction and leadership in multiple disciplines and is a trusted, caring resource for both clients and colleagues.
Jim served five years as a Senior Wealth Management Banker at UBS Financial Services, consulting with Southeast and Mid-Atlantic financial advisors on their clients’ banking and lending requirements. He joined J.P. Morgan Wealth Management in 2018 to lead the J.P. Morgan Wealth Management Lending Specialist teams, developing national strategies to expand the credit platform. He moved to his current role on the Jenkins | Podkulski | Alison ESOP Advisory Group in 2023.
Jim hails from Savannah, Georgia, and spent much of his youth in a rural farming community where he learned about the importance of entrepreneurship and civic duty. He graduated from Georgia Southern University, earning a B.A. in Spanish and minoring in International Studies and Finance.
In his free time, Jim gives back to his community by volunteering and supporting several local organizations including the Georgia 4-H Club, Georgia 4-H Foundation and Open Hand Atlanta.
Check the background of our firm and investment professionals on FINRA's BrokerCheck
To learn more about J. P. Morgan Wealth Management’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.
This website may provide information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Please read additional Important Information in conjunction with these pages.