James J Fitzgibbon,

Jim joined Raymond James in 2017. He focuses on current and prospective corporate retirement plan clients. His goal is to sit on the same side of the table as the business owners to help design and optimize their corporate retirement plan. However, his favorite responsibility is helping plan participants so that they can confidently approach their retirement benefits. His goal is to help businesses navigate the ever-changing retirement plan marketplace including 401(k) plans, SIMPLE IRAs, Cash Balance, and nonqualified deferred compensation plans to name a few.

Jim graduated from the University of Iowa with a degree in Finance. He started his career at Waddell & Reed before moving on to AMG National Trust and Bank. There he honed his skills at creating financial plans for high net worth families and c-suite level executives. Jim holds his Series 7 General Securities Representative license, is a CERTIFIED FINANCIAL PLANNER™ professional, and is a Certified Plan Fiduciary Advisor (CPFA). He also serves the city of Chicago as a Firefighter/EMT on the Chicago Fire Dept.

Jim is native to Chicago with roots on the Southside and currently resides in the Wicker Park area of the city with his wife. When not at the office or firehouse you can find him trying out new restaurants and recipes. In his spare time, he enjoys golfing, traveling to new places with his wife, and watching his favorite sports teams including the Bears, White Sox, and Iowa Hawkeyes.

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.