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New Company

J.P. Morgan Private Bank

New Position

Vice President, Banker

Former Company

Brighton Jones

Former Position

Business Development Manager-Southeast Region

James offers holistic wealth management advice to a range of affluent clients across the Tampa Bay area, including individuals and families, business owners, members of the real estate community and charitable foundations. Relatable by nature, he understands the impact of family dynamics, and the pressures of complex balance sheets and significant wealth.

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