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James taylor

James W. Taylor, CPWA®

Managing Director

James W. Taylor, CPWA®


617.654.2364

jim.taylor@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

Awards & Recognition

Forbes1

Best-In-State Wealth Advisors

2020 · 2019 · 2018

Financial Times2

Top 400 Advisors

2016 · 2015

About James

Jim Taylor is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. He is the founder of The Taylor Group and brings over 30 years of experience in wealth management to serve an exclusive group of successful individuals, families, entrepreneurs and corporate executives located across the United States. Together with his team, Jim uses a consultative approach to design a customized plan that helps address each client’s unique needs and long-term objectives.

He has earned the trust of a generation of successful families through his knowledgeable and seasoned guidance.

Jim began his career in 1986 at Bank of Boston and founded The Taylor Group at Smith Barney in 1993. Most recently, he was a Managing Director at UBS Wealth Management. Among his honors, Jim has been recognized by Forbes, the Financial Times and Barron’s for his work as a Financial Advisor. He is a Certified Private Wealth Advisor (CPWA) and holds the FINRA Series 7 license, as well as life insurance and commodities licenses.

Born and raised in Massachusetts, Jim is a graduate of Babson College where he majored in Finance and Investments. He continues to remain active with his alma mater and is currently a member of the College Advisory Board as well as the Cutler Center for Investments and Finance Advisory Board. Previously, Jim served as a member of the College’s Board of Trustees for 12 years as well as serving a term as President of the Alumni Association.

Jim plays an active role in his community, serving as a Board Member of the Hingham Historical Society as well as a former chair of his town’s Advisory Board. Additionally, Jim is currently a member of the Board of Ambassadors for the New England Aquarium, and raises funds for the Dana-Farber Cancer Institute, an organization that has personal meaning for his family.

Married for over 20 years, Jim and his wife have two children and a menagerie of animals. He likes to travel, play golf, root for the local sports teams and spend time with his family.

1. Forbes Best-In-State Wealth Advisors ranking, developed by SHOOK Research, LLC, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

2. Financial Times Top 400 Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

 

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