JAMES A. SALING, CIMA®, CPWA®, Registered Principal with Raymond James Financial Services and President of SALING SIMMS ASSOCIATES, has over 35 years of financial experience. A graduate of OSU, he earned from the Investment Management Consultants Association, the designation of Certified Investment Management Analyst through the Wharton College of Business at U Penn And the designation of Certified Private Wealth Advisor through the University of Chicago. He is a member of the Financial Service Institute, as well as the Worthington Estate Planning Council. Jim has lobbied congress, taught college courses and spoken to local, statewide & national audiences on topics in finance. His licenses include 6, 7, 22, 24, 51 and 63, as well as, Life, Accident, Health and Variable Annuities.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
Investment Management Consultants Association ® (IMCA ®) is the owner of the certification marks “CPWA ®” and “Certified Private Wealth Advisor ®”. Use of the CPWA ® or Certified Private Wealth Advisor ® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.