Client Service Associate
Jim joined Braehead Wealth Advisors of Raymond James in 2017. Jim’s primary role is to assist with Retirement Plan operations and administration at Braehead Wealth Advisors of Raymond James. He is in constant communication with third party administrators, record-keepers, trustees & participants alike to help ensure the plan operates as smooth as possible. This communication allows him to resolve any questions or issues from the Trustee(s) and plan participants efficiently and effectively.
Jim received his bachelor’s degree in Finance from the University of Iowa in 2011. He completed his CERTIFIED FINANCIAL PLANNER™ coursework at DePaul University. Prior to joining Braehead Wealth Advisors of Raymond James, Jim spent more than 5 years in financial services. His experience includes time at Waddell & Reed assisting an advisor team along with time at AMG National Trust Bank as a financial analyst helping high net worth clients achieve their long-term financial goals. In addition to the work he does for Braehead Wealth Advisors of Raymond James, he is a full time Firefighter/EMT for the Chicago Fire Department.
Jim lives in the Ukrainian Village neighborhood of Chicago. When not at the office or Firehouse he enjoys cooking, running, and trying new restaurants in the city.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.