Educational Background
- B.S.B.A., Rockhurst University, 1983
- CFP® Professional Education Program, College for Financial Planning, 1986
Business Experience
Jim has been involved in comprehensive financial plan development since he began his career with Financial Advisory Service in 1984. He has been an Investment Adviser Representative with the firm since 1987. He oversees development of client financial plans and devises tailored investment strategies for individuals, businesses and retirement plans. He is also President of the firm’s affiliated broker/dealer, FAS Corp.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ certification (CFP®)
Additional information about Jim is available on the SEC website at www.adviserinfo.sec.gov.
