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James (Jim) Gothers, CLU, FLMI
Investment Product Specialist U.S. Private Bank
Biography
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.
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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.
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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
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