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Jim Minchello
J.P. Morgan Wealth ManagementBostonManaging Director, Wealth Partner
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Forbes Lists

#35
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.
About Jim Minchello

As the founding member of The Minchello Group, he spearheads the delivery of comprehensive asset management services to provide the skilled advice, personalized attention and dedicated care for which the team is known. Over the course of his distinguished career, Jim has earned highly recognized industry designations.

The description above is provided by Jim.
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 Jim
james.minchello@jpmorgan.com
(617) 654-2405
50 Rowes Wharf 4th Floor, Boston, Massachusetts 02110
Asset Summary
As of Jun, 2023
$2M
Min Account Size For New Business
$5-100M
Typical Size Of Households
$10-500M
Typical Net Worth Of Relationships
$2B
Team Assets (Custodied)
Appears On