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Jim Hilderbrandt

Jim Hilderbrandt

Executive Director

Jim Hilderbrandt

About Jim

Jim is an Executive Director and the National Lead for the Lending Associate team at J.P. Morgan Advisors, a wealth management division of J.P. Morgan. In this role, he works with Financial Advisors to understand their clients’ financial goals and needs to then custom craft tailored and innovative liquidity strategies to meet those objectives. Jim’s areas of expertise include both traditional banking such as deposit accounts and credit cards as well as a broad range of credit strategies like securities based loans, mortgages and complex custom lending arrangements as a part of integral part of holistic wealth management.

Whether discussing traditional banking accounts, borrowing money for a home or looking for guidance on how to finance a business, Jim’s many years in the industry enable him to provide sound credible advice along with a very detailed understanding of the current market’s landscape. He is committed to providing a high level of service to ensure that clients and advisors have timely support in managing their affairs.

Jim‘s career began in community banking during college and has spanned more than twenty five years across traditional banking, wealth management and financial services with firms like First Union/Wachovia Banks, Morgan Stanley and UBS Financial Services. He has held numerous roles throughout his tenure in the business to include Branch Manager, Private Banker, and Banking Consultant.

Most recently, Jim served as a Senior Wealth Management Banker at UBS Financial Services, Inc. where he consulted to Financial Advisors on their client’s banking and lending needs across multiple office complexes in the Southeast and MidAtlantic regions.

Jim is a graduate of Georgia Southern University with a BA in Spanish and minors in International Studies and Finance. He holds FINRA Series 7, 63, 66, and 24 licenses. In his spare time he volunteers with the Georgia 4 H Club where he serves on the statewide Foundation Board of Trustees.

 

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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 provides 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

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

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 advisor, member FINRA and SIPC. Annuities 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.

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