Jamie C. Fagan
Jamie Fagan is a Managing Director, Financial Advisor and Portfolio Manager with J.P. Morgan Securities LLC in Boston, the wealth management division of J.P. Morgan. With 29 years of industry experience, Jamie has built a dependable team of financial professionals who aim to provide a first class experience to their clients. A seasoned professional in fixed income, Jamie 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 a holistic financial plan for his clients. He leverages the strength and reputation of J.P. Morgan to provide the affluent individuals, families, corporate executives, and foundations he advises with a host of industry leading investment services and tools to help them achieve their financial goals.
Jamie’s industry knowledge, honed through both professional and non-profit endowment affiliations, frames his ability to help clients identify and solve complicated financial issues they often face. He and his team are adept at listening to client concerns and financial objectives and addressing their need for asset allocation, investment management guidance, and trust and estate planning in a suitable manner.
Jamie was named to Barron’s "Top 1200 Financial Advisors" in 2016 and 2014, Barron’s “Top 1000 Financial Advisors” in 2013 and Worth Magazine’s “Top 100 Wealth Advisors” in 2005.¹ Previous to beginning his J.P. Morgan Securities tenure at the firm’s predecessor, Bear Stearns, in 2006, Jamie was a Senior Vice President at Lehman Brothers (2001-2006), a Partner and Director of Private Client Group at SG Cowen (1996-2001), and a Senior Vice President at Smith Barney (1984-1996).
An active member of his community, Jamie is a Board Member of the New England Aquarium in Boston and currently is Chairman of its Endowment Fund. He is also currently serving as a Board Member of Turtle Ridge Foundation, an organization whose mission is to support disabled athletes. Previously, Jamie has been involved with the Investment Committee and Board of Trustees of Middlesex School in Concord, MA, the Board of Trustees of the New England Canadian Business Council and the Board of the University Club of Boston.
A graduate of the University of Vermont, Jamie earned a B.A. degree in Political Science with a minor in Economics. He currently lives in Boston’s Beacon Hill neighborhood with his wife, Katie, and Labradoodle, Lioness. Jamie and his wife have three grown daughters and enjoy gathering the family at their home in Baddeck, Nova Scotia. Jamie is a five time Massachusetts State Men’s Open Doubles Squash Champion and, in addition to playing squash, loves to ski, fish, and golf in his spare time.
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
¹The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.
Learn more about our firm and investment professionals through FINRA BrokerCheck.
The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. 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.
This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.
“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.
Investment products: Not FDIC insured • No bank guarantee • May lose value