Jim brings over 30 years of experience in the financial industry. He has been an Independent Registered Investment Advisor since 2015, and from 1997 to 2015 he held several positions at Merrill Lynch as an International Wealth Management Advisor, Regional Sales Manager, as well as Branch Manager and Complex Director covering the International Wealth Management Business in the Southwestern US Market.
“We are very excited to have Jim join Insigneo’s network of Financial Advisors as we continue to expand our footprint across the US,” said Jose Salazar, US Market Head. “California is an important market for international advisors and clients, and Jim will help us spearhead the growth in this region of the country, including the Southwest and Texas.”
"As an independent advisor, I have much more flexibility to shape the partnership with a wealth management firm going forward," said Jim. "Insigneo's platform provides that flexibility."
The San Francisco native was raised in Germany and spent time in military service as an infantry officer in Germany, where he received bachelor’s and master’s degrees in business. He began his financial services career in 1990 with Deutsche Bank in Germany, Spain, and the US. Jim is a Certified Investment Management Analyst (CIMA®) and a Trust & Estate Practitioner (TEP®), he holds licenses Series 3,7,9,10,24,63, and 65, as well as the Insurance Agent license in the state of California.
Insigneo is committed to providing its clients with the highest level of service and expertise, and Jim's addition to the team further enhances their ability to do so.
About Insigneo Financial Group
Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Mellon’s Pershing to provide a fully integrated, best-in-class independent wealth management platform. With over $18B in assets, Insigneo supports more than 400 investment professionals serving over 30,000 clients. For more information, visit www.insigneo.com.