James Gakos

Long-tenured wealth-management professional at J.P. Morgan, holding the Private Client Investment Associate role since 2011. rocketreach

Registered investment advisor qualifications: listed as holding Series 63 and Series 65 and appearing in advisor directories. getwarmer+1

Educational background in finance and economics from the University of Delaware (Lerner College), class years corresponding to 2005–2009. udel+1

Active in local running events earlier in life, with documented participation in regional 5K races. newjerseyhills+1