LEAVE A MESSAGE FOR
Jamie Fagan
J.P. Morgan Wealth ManagementBostonManaging Director, Wealth Partner
  • Partnership opportunity
  • Interested in your services
  • Funding or investment opportunity
  • Employment at your company
  • Requesting your pitchbook
  • Other
#47Forbes Best-In-State Wealth Advisors
Prev
 / 
Next

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#47
Forbes Best-In-State Wealth Advisors (2024)
Massachusetts - Boston (Private Wealth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Team Member - Best-In-State Wealth Management Teams (2024)
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
About Jamie Fagan
With 30+ years of industry experience, Jamie has built a dependable team of financial professionals who aim to provide a first class experience to their clients. He oversees the group's traditional fixed income strategies while also developing creative income-generating strategies in low-yielding markets. Jamie cultivates relationships with spheres of influence in order to develop and deliver holistic wealth plans. He leverages the strength and reputation of J.P. Morgan to provide affluent individuals, families, corporate executives and foundations with a host of industry-leading investment ser... Read More
The description above is provided by Jamie.

Focus Area / Customer Base

Entrepreneurs interested in investing for income and wealth preservation.

Jamie Fagan's Awards

2022
Forbes Best in State Wealth Advisor
2022
JP Morgan Chairman's Award
2021
JP Morgan Managing Partner
2021
Forbes Best in State Wealth Advisor
2020
Forbes Best in State Wealth Advisor
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
 
 INVESTMENT AND INSURANCE PRODUCTS: 
 • NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE
Contact Jamie
jamie.fagan@jpmorgan.com
(617) 654-2000
50 Rowes Wharf, Boston, Massachusetts 02108
Asset Summary
As of Jun, 2023
$500K
Min Account Size For New Business
$10-90M
Typical Size Of Households
$10-190M
Typical Net Worth Of Relationships
$1B
Team Assets (Custodied)
Appears On