First Name *

Enter your First Name

> or < are not allowed

Only 50 characters allowed

Last Name *

Enter your Last Name

> or < are not allowed

Only 50 characters allowed

Country *

Select your country of residence

Phone Number *

Enter your phone number

Please enter a valid phone number

Address *

Enter valid street address

> or < are not allowed

Only 255 characters allowed

ZIP *

Enter your ZIP code

Please enter a valid zipcode

> or < are not allowed

Only 10 characters allowed

Postal Code *

Enter your postal code

Please enter a valid zipcode

> or < are not allowed

Only 10 characters allowed

Email *

Enter your email address

Please enter a valid email address

> or < are not allowed

Only 50 characters allowed

By continuing, I understand that the data I provide will be used to process my enquiry. I accept and agree that any applicable confidentiality or secrecy requirements do not apply, in accordance with J.P. Morgan's privacy policy.

Checkbox is not selected

James (Jim) Gothers, CLU, FLMI

Investment Product Specialist, U.S. Private Bank

Jim Gothers is as an Executive Director at J.P. Morgan Private Bank, where he specializes in integrating life insurance solutions within the Investment Product Specialist team. In his role, Jim focuses on identifying opportunities to leverage life insurance for estate planning, wealth transfer, and business owner objectives.

With over 30 years of experience, Jim has worked extensively with high net worth and ultra-high net worth families, educating them on the strategic benefits of incorporating life insurance into their estate plans. He collaborates closely with internal partners and clients' key advisors to develop comprehensive plans that align with clients' estate planning and wealth transfer goals. Jim is known for his goals-based approach to working with families.

Before joining J.P. Morgan in December 2024, Jim was the Head of National Sales at Covr Financial Technologies, where he led the sales and advanced planning teams. Prior to Covr, he spent 14 years at Merrill Lynch, including six years as an insurance planning specialist for private banking and retail clients, followed by eight years as the National Sales Manager overseeing insurance and advanced sales planning.

Jim holds a B.S. from Syracuse University and has earned the Chartered Life Underwriter (CLU) designation. He also holds Series 24, 7, 6, 65, and 63 licenses.

LEARN MORE About Our Firm and Investment Professionals Through FINRA BrokerCheck

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of 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. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read the Legal Disclaimer for J.P. Morgan Private Bank regional affiliates and other important information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Not a commitment to lend. All extensions of credit are subject to credit approval.