Jim is a Private Wealth Financial Advisor and Managing Director-Investments at Wells Fargo Advisors. He has over thirty years in the wealth management business. Having begun his financial career in the Midwest, he spent four years in West Palm Beach, Florida, and joined First Interstate Bank in its Beverly Hills Office in 1988. Jim came to Wells Fargo & Co. in 1994 and currently works with ultra-high net worth individuals, their families, trusts, foundations, and businesses in Beverly Hills, California.

Jim was recently named as one of Forbes Top 250 Wealth Advisors (2017 -2021)* and a Barron’s Top 100 Independent Advisors (2017-2018)**, and is annually listed as Barron’s Top 1,200 Advisors State by State Advisors* (2009 - 2021)***. The former group name, McCabe & McGarry Wealth Management Group of Wells Fargo Advisors, was awarded the Forbes Best-In-State Wealth Management Teams (2023 and 2025) ****.  The group members at that time were James McGarry, Senior Financial Advisor, Nichole Runions, Senior Registered Client Associate, and James himself.

His professional affiliations include being the past president of the Beverly Hills Estate Planning Council, and a former member of the Board of Directors of the Clare Foundation. Jim is a past member of the bars of the states of Minnesota, Wisconsin, and Florida, having received his J.D. cum laude from Hamline University School of Law.

CA Insurance License Number: 0H38645. Resident State: CA.

 

*2021 Forbes Top 250 Wealth Advisors: Awarded August 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com) 2020 Forbes Top 250 Wealth Advisors: Awarded August 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20. 2019 Forbes Top 250 Wealth Advisors: Awarded September 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19. 2018 Forbes Top 250 Wealth Advisors: Awarded September 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2017 Forbes Top 250 Wealth Advisors: Awarded September 2017; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 06/30/17. View Award Disclosures

 

**2018 Barron’s Top 100 Independent Advisors: Awarded September  2018; Data Compiled by Barron's based on the time period from July 2017 - June 2018 (Source: Barrons.com).2017 Barron’s Top 100 Independent Advisors: Awarded September 2017; Data Compiled by Barron's based on the time period from July 2016 - June 2017. View Award Disclosures

 

***2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com). 2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 State By State Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017. 2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016. 2016 Barron’s Top 1,200 State By State Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015. 2015 Barron’s Top 1,200 State By State Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014. 2014 Barron’s Top 1,000 Financial Advisors: Awarded February 2014; Data Compiled by Barron's based on the time period from Oct. 2012 - Sept. 2013. 2013 Barron’s Top 1,000 Financial Advisors: Awarded February 2013; Data Compiled by Barron's based on the time period from Oct. 2011 - Sept. 2012. 2012 Barron’s Top 1,000 Financial Advisors: Awarded February 2012; Data Compiled by Barron's based on the time period from Oct. 2010 - Sept. 2011. 2011 Barron’s Top 1,000 Financial Advisors: Awarded February 2011; Data Compiled by Barron's based on the time period from Oct. 2009 - Sept. 2010. 2010 Barron’s Top 1,000 Financial Advisors: Awarded February 2010; Data Compiled by Barron's based on the time period from Oct. 2008 - Sept. 2009. 2009 Barron’s Top 1,000 Financial Advisors: Awarded February 2009; Data Compiled by Barron's based on the time period from Oct. 2007 - Sept. 2008. View Award Disclosures

****2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). View Award Disclosures

James is a Private Wealth Financial Advisor and Managing Director – Investments for Wells Fargo Advisors. He has over 15 years of wealth management experience, having joined Wells Fargo Advisors in 2008 as part of the Wells Fargo Private Bank office in Beverly Hills. James has been recognized as a Top Next-Gen Wealth Advisor (2021) *, and a Forbes Best-In-State Wealth Advisor (2023) **. The former group name, McCabe & McGarry Wealth Management Group of Wells Fargo Advisors, was awarded the Forbes Best-In-State Wealth Management Teams (2023 and 2025) ***.  The group members at that time were James McCabe, Senior Financial Advisor, Nichole Runions, Senior Registered Client Associate, and James himself.

Helping clients achieve personal fulfillment and prepare for critical financial events is at the core of James’ wealth management practice. He works with high-net-worth clients on a proactive approach to wealth management, focusing on investment planning and investment management. He and his team provide comprehensive asset and liability management to help clients and their families to achieve their life goals. His team is dedicated to advising clients in each stage of their life to build, manage, preserve, and transition their wealth.

James is a native and lifelong resident of Los Angeles. He graduated the University of California, Los Angeles and holds a Bachelor of Arts in both Economics and American Literature. James resides in Bel Air with his wife and three children.

*2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.  View Award Disclosures


**2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. View Award Disclosures

***2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). View Award Disclosures

CA Insurance License #0H46258 Resident State CA

Nichole is a Private Wealth Registered Client Associate and an integral part of the McCabe & McGarry Private Wealth Management Group of Wells Fargo Advisors in Beverly Hills. She has over nine years of brokerage experience and is always professional and quick to respond to requests. Prior to joining Wells Fargo Advisors, Nichole previously worked for UBS Financial Services and Merrill Lynch as an Office Manager and Registered Client Associate. She enjoys working with clients and strives to make every interaction a positive experience. Nichole loves movies, crafting, and being a mother to her young daughter. CA Insurance License # 4021077 Resident State: CA

Kenneth Cagnolatti is a Client Performance Analyst for the McCabe & McGarry Private Wealth Management Group of Wells Fargo Advisors. Kenneth has over 3 years of wealth management experience in which he served as a Financial Planning Consultant for advisors throughout the nation from the St. Louis home office. Kenneth focuses are in creating custom wealth plans and analyzing investment returns and for high-net-worth clients. Kenneth helps clients navigate the complexities of insurance, investment, tax, estate, and retirement planning. He holds several key certifications, including the CERTIFIED FINANCIAL PLANNER® designation, obtained in July 2024, and an eMoney planning software certification obtained in June 2024. Outside of work, he enjoys traveling, spending time with loved ones, volunteering, and watching movies.
CA Insurance License #4428040 Resident State: CA