As a seasoned wealth advisor, Jim goes beyond basic investment advice, embracing a holistic approach that considers each client's unique circumstances and helps clients aim for financial success across generations. With a philosophy grounded in education rather than salesmanship, Jim believes in integrity and letting the results speak for themselves.

Jim has been in the investment world for over 30 years, starting on the trading floors of the Chicago Board of Trade and the Chicago Board Options Exchange. His initial exposure to the industry came through his uncle, a bond options trader, sparking a passion that would shape the trajectory of his career. Jim’s journey led him through various capacities, including launching a wealth management division for an Eastern Kentucky community bank, and culminating in his most recent role as a financial advisor with Merrill Lynch. He places a high value on personalized service and individualized approaches, making Wedbush an ideal match for his business.

Originally from the northern suburbs of Chicago, Jim has made Lexington, KY his home, where he explores the area’s local offerings including hiking, beach outings, and golf. Yet, his ultimate source of happiness comes from his family.

Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
• Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!