James Wening
Managing Director, Banker at J.P. Morgan
Based in San Diego, United States
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Seniority
Vp
Department
General Business & Management
Location
San Diego
Industry
Financial Services
Company size
81K
Contact information
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j•••••••@jpmorgan.com
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Background
About James Wening
As a Managing Director and Senior Banker at J.P. Morgan Private Bank, I guide successful individuals, multi-generational families and entrepreneurs in taking a holistic view of their financial pictures and devising comprehensive plans to build, optimize, preserve and efficiently transfer their capital throughout all stages of their lives. My strength lies in my extensive commercial and investment banking background, garnered over a 25-year career as an advisor to CEOs and business owners across banking and capital markets. My client-first approach starts with planning to achieve dreams—everything else is efficient execution of the plan. By tapping and orchestrating J.P. Morgan’s vast investment management, lending, banking and philanthropic capabilities, I fully leverage and enhance the value of potential outcomes. I am known for the authentic way I cultivate long-term relationships, and am honored to be a relentless advocate for each client.
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