Jamie C. Fagan

Jamie Fagan

Managing Director

Jamie is a Managing Director with J.P. Morgan Securities in Boston. With over 30 years of industry experience, his primary focus is on providing income strategies for clients. Jamie joined Bear Stearns (now J.P. Morgan Securities) in 2006. Previously, he was a Senior Vice President with Lehman Brothers (2001–2006), Director of Private Client Group with SG Cowen (1996–2001), and Senior Vice President with Smith Barney (1984–1996). Jamie was named to Barron's Top 1000 Financial Advisors list in 2013. In 2005, Worth magazine named Jamie one of the nation’s “Top 100 Wealth Advisors.”

An active member of the community, Jamie’s past and current affiliations include:

  • New England Aquarium Board of Trustees & Chairman of Investment Committee, 2008–Present
  • Turtle Ridge Foundation-Franconia, NH - Board of Trustees, 2008–Present
  • Middlesex School, Concord MA - Investment Committee, 2003–Present
  • Middlesex School, Concord MA - Board of Trustees, 2001–2005
  • New England Canadian Business Council - Board of Trustees, 2000–2007
  • University Club of Boston Board Member, 1991–1996

Jamie received a B.S. from the University of Vermont in 1982. He is a five time Massachusetts State Men's Open Doubles Squash Champion. In his spare time, he enjoys skiing, fishing, hiking, golfing, and playing squash. Jamie has three grown daughters and resides in Boston's Beacon Hill neighborhood with his wife.

Phone: 617.654.2000
Toll-free: 866.283.3830
Fax: 617.956.8879

Registered States: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KY, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NY, NV, OH, PA, RI, SC, TX, VA, VI, VT, WA, WI, WY, WI, WY

Investment products: Not FDIC insured · No bank guarantee · May lose value
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