Jim George, CIMA® in

Jim George, CIMA®

Critic · DISC type C
Managing Director - Head of the Chase Wealth Management Channel at J.P. Morgan Asset Management
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Current Role
Managing Director - Head of the Chase Wealth Management Channel
Location
New York, New York, United States
Personality Overview

How Jim shows up

Precise
Negotiator
Critic

They like to take decisions independently and do not seek others' support often. It is very likely that they will negotiate pricing or other important terms. They prefer to analyze logically and value objective facts over emotions.

Priorities

Topics Jim cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2024
Managing Director - Head of the Chase Wealth Management Channel
J.P. Morgan Asset Management
10-2004 - 2-2024
Managing Director - Client Advisor
J.P. Morgan Asset Management
8-2002 - 10-2004
Vice President - Client Advisor
J.P. Morgan Asset Management
7-2000 - 8-2002
Internal Client Advisor
J.P. Morgan Asset Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1996 - 2000
BSBA
Questrom School of Business, Boston University
2004 - 2004
CIMA® Designation
The Wharton School
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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