Client Service Associate
Jim’s primary role is to assist with Retirement Plan operations and administration at Braehead Wealth Advisors. He helps Trustee(s) and plan participants resolve any questions or issues efficiently and effectively.
Jim received his bachelor’s degree in Finance from the University of Iowa. He is currently enrolled in the CERTIFIED FINANCIAL PLANNER™ course at DePaul University. He plans to sit for the March 2018 test. Prior to joining Raymond James Financial, Inc. Jim spent more than 5 years in Wealth Management roles at a large broker/dealer and a small boutique firm in the Chicagoland area. Along with 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 Wicker Park neighborhood of Chicago. When not at the office or Firehouse he enjoys cooking, running, and trying new restaurants in the city.