It is the commitment of Claritas Financial Partners to bring clarity to the financial lives of our clients. Jim has nearly 30 years of experience in the financial services industry and is dedicated to helping his clients meet their financial needs by developing investment plans around their long term goals and risk tolerance. Over the years, Jim has specialized in the 401K and retirement planning space.
Jim began his career as a financial advisor with Lutheran Brotherhood in 1990. After 12 years he decided to join Commerce Capital where he worked for 4 years before moving to Wells Fargo where he spent 12 years. In 2020, Jim made the decision to launch his own firm and affiliate with LPL Financial. As one of three partners, this move will allow Jim and his partners to expand their offering to their clients along with offering objective financial advice.
Jim attended Temple University. Jim spends his free time with his wife, Jackie and their 3 children, Brittney, Blaire and Aaron. They like to stay active both physically and mentally, whether it is exercising together or enjoying a relaxing day at the beach. They especially enjoy traveling together and finding new destinations to visit.
Jim is actively involved in his local volunteer fire company where served as the Battalion Chief for two years and the Deputy Chief for two years. He has been an active firefighter for more than 30 years. His son Aaron has also followed in his footsteps and is very active as well.
Education & Qualifications
EDUCATION:
Temple University
Registered states
CA, CT, DE, FL, IN, MD, MA, MI, MO, MT, NV, NJ, NY, NC, PA, PR, SC, SD, TN, TX, VA
