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At Salem Five Financial
Jim joined the Salem Five team in December of 2017, bringing with him over 20 years of experience as a practicing financial advisor. He specializes in financial planning for individuals, families and small businesses. In addition to his responsibilities with Salem Five Financial, Jim will continue practicing as an independent registered tax preparer and group benefits advisor; roles that he has performed independently for over 10 years.
Before Joining Salem Five Financial
Prior to Salem Five, Jim worked for 18 years at Ameriprise Financial as a Personal Financial Advisor, and then at The Kraematon Group as a Retirement Plan Consultant.
Jim graduated from Fordham University in New York with a Bachelors in Math & Economics.
Certified Financial Planner, Registered Representative, Registered Investment Advisor, Licensed Insurance Producer, and Registered Tax Preparer.
Originally from New York, Jim relocated to the Boston area after college and resides in Reading with his three daughters.
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