With more than 30 years of accumulated industry experience, Jim’s focus and commitment is reflected in his expertise at tailoring comprehensive investment strategies for each individual client. His strategies seek maximum flexibility, wealth preservation and a clear path to achieving his clients’ financial objectives through a disciplined process.
By collaborating with CPAs, Attorneys, etc., Jim employs a holistic approach to achieving the financial objectives of his clients. This approach includes succession and legacy planning, so that when life’s unexpected moments happen, his clients are prepared with an action plan.
Jim began his financial career at The Ohio Company, where he attained the title of Senior Vice President. Thereafter, he served clients for 17 years at Wells Fargo Advisors Financial Network as an Independent Managing Principal. He recently established Karageorge Wealth Management, aligning with Raymond James Financial Services, to better serve the needs of his clients.
The compelling factor that drove Jim to become a Financial Advisor was the experience of losing his father at the age of 10 years old. While his mother endeavored to manage the family’s finances, he witnessed firsthand how some offered assistance, while others took advantage of her situation. This resulted in his understanding the necessity of having independent, disciplined, and experienced financial planning.
Jim’s philosophy is that “one person with a commitment is worth more than one thousand who only have an interest”. “This commitment is not something that ends every day at 5 o’clock,” says Jim. “It’s turning all your talents toward one singular goal - that of serving my clients”.
Jim is a graduate of Ohio University, where he studied Marketing and Finance. He earned an Executive Master of Business Administration Certificate from The Wharton School's Securities Industry Institute® and Wharton Executive Education at the University of Pennsylvania, which is among the top business universities in the U.S.
Jim was an Adjunct Professor at Ohio University’s College of Business from 2007 to 2021, where he taught a Certified Financial Planning (CFP) Prep Course on Retirement Planning and Employee Benefits.
Since embarking on his career, Jim has received numerous awards for his outstanding professional achievement, including most recently being named to the Forbes List of Best-In-State Wealth Advisor for 2023.* Jim also has investment banking underwriting experience during his time with The Ohio Company.
As a resident of the Athens County community where he grew up and attended college, Jim is actively involved in the following organizations:
- Athens Area Chamber of Commerce
- Athens AM Rotary Club
- Athens Bulldog Blitz
- Athens County Shrine Club
- Athens Elks Lodge
- Athens Masonic Lodge
- Valley of Cambridge Scottish Rite
In his free time, Jim enjoys coaching, mentoring, teaching, reading, fly fishing, sporting clays, golfing, as well as serving his community by supporting these charitable organizations:
- Shriners Hospital
- Jude Children’s Research Hospital
- Habitat for Humanity
- Ohio University Football
- Ohio University Golf
- Athens High School Football
- Athens High School Wrestling
- Athens Photographic Project
- NAMI – National Alliance on Mental Illness
- Greek Orthodox Cathedral
- James Greek Orthodox Church
- Ohio Valley Summer Theatre
- Stuart’s Opera House
- Appalachian Peace & Justice Network
The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
Raymond James is not affiliated with any of the organizations listed above.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Service Advisors, Inc. Karageorge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
*The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
