Registered Representative, Investment Advisor Representative
Jim is a registered representative and investment advisor representative with Cetera Advisor Networks LLC, and CEO of Capital Wealth Management, LLC.
Having entered the financial services industry in 2012, Jim has built a clientele that consists of individuals, small business owners, non-profit corporations and company retirement plans. His practice focuses on the advantages of asset management and financial planning through Cetera Advisor Networks LLC. Knowledge and experience play key roles in helping his clients more effectively work towards their financial goals.
Born and raised in Manteca, Jim has strong roots in the community serving on various non profit boards and coaching youth sports. In 2012 Jim made a career change and became a Financial Advisor after spending 30 years in the civil engineering profession. Jim looked to the financial industry as an opportunity to help and make a difference in people lives by helping them navigate the investment landscape and to help plan for retirement and other financial goals.
Jim resides here in Manteca with his wife Leslie and their two children Allison and Kyle.