A plan for today, tomorrow and generations to come

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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James "Jamie" Chambers II

Senior Vice President–Wealth Management

CA Insurance License# 0I92743

Personal & Community

  • Past President and Past Board Member - Estate and Tax Planning Council of Eastern CT
  • Past Board member for Child & Family of Southeastern CT
  • Past Officer & board member for East Lyme Little League Baseball
  • Husband and Father of three children
  • Volunteer for Vista Life Innovations , EL Babe Ruth Baseball, EL Little League Softball
Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CT
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • ME
  • NC
  • NH
  • NJ
  • NY
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WY

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.S. Finance, University of Connecticut School of Business

Credentials

  • Accredited Asset Management Specialist
  • Chartered Retirement Plans Specialist
2 Union Plaza
New London, CT 06320
  • (860) 437-2004

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Are markets going "Back to the Future"?

Debt ceiling and inflation

Tree

Exceptional financial strength and stability

Year Ahead 2023

A year of inflections

Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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