Accreditation Compliance Solutions
Jimmy is an experienced team leader with over 15 years of success in sales, complex project management, headline risk technology deployments, and high-level staffing.
Jimmy has experience representing firms at nationwide conferences and throughout the RFP process with private and government agencies. During his time as a Private Client Banker at JP Morgan Chase, Jimmy held Series 6, Series 63, Life/Health Insurance, and the State of California DRE licenses. He was ranked in the Top 10% of bankers at Chase for production in 2012.
Jimmy has a desire to help children-in-need and was instrumental in building Pure Game, a 501(c)(3), from a dream into a business that mentors and focuses on character development impacting over 40,000 children in more than100 schools and dozens of community organizations in southern California.
If you have any questions, concerns, or inquiries, please reach out to us!
Sign Up for Our Newsletter!
© 2023 Family Office Association | All Rights Reserved | Powered by Lillian James Creative
The Family Office Association is an affinity group dedicated primarily to the interests of single family offices. Family Office Association is intended to provide members with educational information and a forum in which to exchange information of mutual interest. Family Office Association does not participate in the offer, sale or distribution of any securities nor does it provide any investment advice. Further, Family Office Association does not provide tax, legal or financial advice. Click to Full Terms of Service