Main Office: 3018 Pleasant Valley Blvd, Altoona, PA 16602
Office: 814-944-8474

Client Services Associates: Deborah Lawson and Alicia Smith

Jim is a Financial Advisor with Raymond James at Fulton Financial Advisors, part of the Fulton Bank group of businesses. As a Financial Advisor, Jim helps build, manage, preserve and transition wealth for his select group of clients and business owners. Jim strives to accomplish this by first listening to his clients and then offering objective and cost-effective strategies that he will review, evaluate, and adjust as needed. He has been in the financial services industry for over 20 years.

Jim holds the Series 7 General Securities Registered Representative license, the Series 63 Registered Investment Advisor Representative license, as well as the Pennsylvania Life, Accident, and Health Insurance licenses.

He graduated from State College Area High School and Attended Penn State University. He resides in the State College Area school district with his wife Cheryl and two children.