James V. R.

Experience

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  U.S. Trust

  Jun 2011 - Jul 2017

  Managing Director
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  Citi

  Jul 2017 - Sept 2021

  Managing Director, Private Banker
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  JPMorgan Chase & Co.

  Sept 2021 - Oct 2023

  Private Banker, Managing Director

  J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & 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.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM).INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm. Show less

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  Castfirm

  Oct 2023 - now

  Founder

  Castfirm is an independent investment advisor and law practice, specializing in comprehensive solutions for financial and legacy planning. Our client relationships are highly personal and fiduciary in nature, and we are committed to helping you create and achieve your lifelong legacy.