Profil
Mr. James P.
Fletcher, CFA, is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
He joined the firm in May 2010.
Mr. Fletcher was previously served as First Vice President and Senior Director of Portfolio Management at BNY Mellon.
Prior to BNY Mellon he was President of Fletcher Capital Advisors, a registered investment advisor, managing assets for endowments, charities, nonprofits and high net worth individuals.
He believes that planning, whether it be estate or financial, is critical for clients to achieve their long term goals.
Mr. Fletcher earned a Bachelor of Arts in Economics from Stanford University.
He is a CFA charterholder and a member of the Los Angeles and Orange County CFA societies.
Aktive Positionen von James Peter Fletcher
| Unternehmen | Position | Beginn |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Portfolio Manager-Aktien | 01.05.2010 |
Ehemalige bekannte Positionen von James Peter Fletcher
| Unternehmen | Position | Ende |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Portfolio Manager-Aktien | - |
Fletcher Capital Management LLC
Fletcher Capital Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Ausbildung von James Peter Fletcher
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
Stanford University
Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fletcher Capital Management LLC
Fletcher Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
















