Working Together To Make Your Future Secure
Senior Vice President - Wealth Management
814 North Highway A1A
Toll Free: (866) 226-9935
Tele: (904) 280-5350
Fax: (904) 280-5349
Jim received his BA in Marketing and a minor in Finance from Columbus State University. Working his way through college, Jim worked at Columbus Bank and Trust in various financial and consulting positions. At CB&T, Jim developed a curiosity for finance and economics which would later shape his life.
After graduation, Jim worked for Nissan Motor Corporation as a Financial Field Consultant. He traveled to the dealer network and helped automobile dealers with their finances. After traveling for a few years, Jim met his wife, a native of Jacksonville. He decided to stop traveling and obtained his Real Estate and Mortgage Broker's licenses. Jim worked for a Mortgage Broker and Real Estate developer while he studied the capital markets and world economics.
In 1989, Jim became a registered representative and started working as a Financial Advisor for a regional brokerage firm. Since that time, Jim has taken many advanced classes on money management, estate planning and retirement planning.
Jim is an investment instructor with the Duval County Schools in their "Continuing Education" division. He also has been an adjunct professor at Jacksonville University, University of North Florida and most recently, FSCJ. He has taught classes to CPAs and Attorneys for "Continuing Education Credits".
To keep up with the changing financial planning environment, not only did Jim receive his accreditation in Wealth Management from one of the top business schools in the country, The Wharton Business School, but he continues to take educational courses throughout the year to maintain a thorough knowledge of the ever changing financial industry.
He has been a guest lecturer at Barnes and Noble, and periodically has written articles for the Jacksonville Business Journal on personal finance, as well as appearing as a guest speaker on WTLV-12.
Jim is a Senior Vice President with Janney Montgomery Scott LLC. Founded in 1832, Janney is one of the oldest regional firms in the industry.