James S. Karageorge headshot
James S. Karageorge Founder & CEO, KWM Senior Wealth Manager, RJFS

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 ensure maximum flexibility, wealth preservation and a linear 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 Masters 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 has been an Adjunct Professor at Ohio University’s College of Business since 2007, where he teaches 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 the Award of Excellence & Outstanding Professional Achievement Premier Advisor designation from Wells Fargo Advisors Financial Network from 2004 to 2020. Jim was also named in the Premier Advisors Tribute Hall at Wells Fargo Advisors from 2010 to 2020.*

Jim’s investment banking underwriting experience with The Ohio Company included:

  • Rocky Shoes & Boots, Inc. (RCKY) 1,650,000 shares common stock (IPO), February 10, 1993
  • The Ohio University $36,650,000 General Receipts Bonds Series 1993, December 1, 1993, providing financing for the Charles J. Ping Student Recreation Center

As a resident of the Athens County community where he grew up and attended college, Jim is actively involved in the following organizations:

  • Athens AM Rotary Club
  • Athens Elks Lodge, Athens Masonic Lodge
  • Athens County Shrine Club
  • Athens Area Chamber of Commerce
  • Valley of Cambridge Scottish Rite
  • Athens Bulldog Blitz – Board Member

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, Volunteer Fundraiser
  • Jude Children’s Research Hospital, Sponsor
  • Habitat for Humanity, Financial Services/Financial Support
  • Ohio University Football, Sponsor
  • Ohio University Golf, Sponsor
  • Athens High School Football, Sponsor
  • Athens High School Football, Volunteer Coach
  • Athens High School Wrestling, Sponsor
  • Athens Photographic Project, Sponsor
  • NAMI – National Alliance on Mental Illness, Sponsor
  • Greek Orthodox Cathedral
  • James Greek Orthodox Church
  • Ohio Valley Summer Theatre, Sponsor
  • Stuart’s Opera House, Sponsor
  • Appalachian Peace & Justice Network, Sponsor

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.

* Criteria for the awards are based on education obtained, client service, best practices and professionalism. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

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.

* Criteria for the awards are based on education obtained, client service, best practices and professionalism. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.