James Cordon
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James Cordon Email & Phone Number

Executive Director - Wealth Advisor at J.P. Morgan Wealth Management at JPMorgan Chase & Co.
Location: New York, United States 4 work roles 2 schools
1 work email found @ubs.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

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Current company
Role
Executive Director - Wealth Advisor at J.P. Morgan Wealth Management
Location
New York, United States
Company size

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James Cordon is listed as Executive Director - Wealth Advisor at J.P. Morgan Wealth Management at JPMorgan Chase & Co., a with 286575 employees, based in New York, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for James Cordon.

James Cordon previously worked as Executive Director - Financial Advisor at Jpmorgan Chase & Co. and Financial Advisor at Morgan Stanley. James Cordon holds B.A. Economics from Colgate University.

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{first}.{last}@ubs.com
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About James Cordon

Executive Director - Wealth Management

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James Cordon's current company

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JPMorgan Chase & Co.
Jpmorgan Chase & Co.
Executive Director - Wealth Advisor at J.P. Morgan Wealth Management
new york, new york, united states
Employees
286575
AeroLeads page
4 roles

James Cordon work experience

A career timeline built from the work history available for this profile.

Executive Director - Financial Advisor

Current

Greater New York City Area

Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. 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 VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin© 2023 JPMorgan Chase & Co. All rights reserved

Nov 2017 - Present

Financial Advisor

Morgan Stanley

1211 Avenue Of The Americas

James is Senior Vice President and Financial Advisor for the Kolker Group. A key contributor to the team, James is responsible for financial and estate planning strategies, reviewing investment policy plans, and client relationship management. In additional to these responsibilities, he is charged with handling the equity-based investments for the team, including the implementation and reporting for managed accounts.Morgan Stanley Smith Barney LLC ("MSSB"), member SIPC (www.sipc.org), reserves the right, to the extend permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the following terms; http://ms.com/disclaimers/mssbemail.htmlThe investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. NMLS#: 1332022

Jan 2009 - Nov 2017

Financial Advisor

Ubs Wealth Management

Financial Advisor for The Kolker GroupNMLS#: 1332022

Jul 2003 - Jan 2009

Associate

Ubs

Management Associate Program

Jul 2001 - Jul 2003
Team & coworkers

Colleagues at JPMorgan Chase & Co.

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2 education records

James Cordon education

B.A. Economics

Colgate University

Activities and Societies: Resolutions A Capella Group, Magna cum laude

High School

Mounds Park Academy
FAQ

Frequently asked questions about James Cordon

Quick answers generated from the profile data available on this page.

What company does James Cordon work for?

James Cordon works for JPMorgan Chase & Co..

What is James Cordon's role at JPMorgan Chase & Co.?

James Cordon is listed as Executive Director - Wealth Advisor at J.P. Morgan Wealth Management at JPMorgan Chase & Co..

What is James Cordon's email address?

AeroLeads has found 1 work email signal at @ubs.com for James Cordon at JPMorgan Chase & Co..

Where is James Cordon based?

James Cordon is based in New York, United States while working with JPMorgan Chase & Co..

What companies has James Cordon worked for?

James Cordon has worked for Jpmorgan Chase & Co., Morgan Stanley, Ubs Wealth Management, and Ubs.

Who are James Cordon's colleagues at JPMorgan Chase & Co.?

James Cordon's colleagues at JPMorgan Chase & Co. include Byron Chavez, S. Colin Anthony, Christian Galante, Aruna Mane, and Venkatesh Dasari.

How can I contact James Cordon?

You can use AeroLeads to view verified contact signals for James Cordon at JPMorgan Chase & Co., including work email, phone, and LinkedIn data when available.

What schools did James Cordon attend?

James Cordon holds B.A. Economics from Colgate University.

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