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Jim Harris
Jim Harris
Leadership Board (2021, 2020, 2019, 2018, 2017, 2016, 2015) & President (2020, 2019, 2018) | Money Concepts
Georgia, Marietta, United States
Jim Harris
Summary
Jim Harris is a seasoned Private Wealth Manager and Financial Planner with over three decades of experience in the financial services industry. He began his career as a Registered Representative with Charles Schwab & Company and has since held various leadership roles, including Regional Director at Money Concepts Wealth Management. Known for his expertise in comprehensive financial planning, he has developed personalized strategies for clients, ensuring their financial success through disciplined asset allocation and risk management. His passion for education is evident in his commitment to training independent financial professionals and conducting seminars to enhance their skills. Jim is also dedicated to mentoring local business owners, showcasing his belief in community engagement and professional development. He balances his professional life with family time, emphasizing the importance of personal connections.
Jim Harris
Work Experience
Wealth Manager, President, Director ~ SE Independence Group (GA, SC, NC, AL) at
Money Concepts
February 2004 - Present
Jim Harris
Education
Gallia Academy High School, Diploma, College Prep.
January 1976 - January 1979
Florida Southern College, B.S., Finance & Marketing
January 1981 - January 1984
Frequently Asked Questions about Jim Harris
What is Jim Harris email address?
Jim Harris's primary email address is ***********@usmc.mil. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jim Harris work for?
Jim Harris is a Leadership Board (2021, 2020, 2019, 2018, 2017, 2016, 2015) & President (2020, 2019, 2018) at Money Concepts.
Where Jim Harris graduated from?
Jim Harris holds a degree in from Gallia Academy High School.
How can I directly contact Jim Harris?
To contact Jim Harris directly, you can use the email address ***********@usmc.mil. Complete contact information is available upon registration with Muraena.
Who is Jim Harris?
Jim Harris is a seasoned Private Wealth Manager and Financial Planner with over three decades of experience in the financial services industry. He began his career as a Registered Representative with Charles Schwab & Company and has since held various leadership roles, including Regional Director at Money Concepts Wealth Management. Known for his expertise in comprehensive financial planning, he has developed personalized strategies for clients, ensuring their financial success through disciplined asset allocation and risk management. His passion for education is evident in his commitment to training independent financial professionals and conducting seminars to enhance their skills. Jim is also dedicated to mentoring local business owners, showcasing his belief in community engagement and professional development. He balances his professional life with family time, emphasizing the importance of personal connections.
Jim`s contact details
***********@usmc.mil
*******@moneyconcepts.com
Colleagues
Owner/Director MOMENTUMgroup
President
Vice President
President
Commissioned Officer
Manager
President & CEO
President
Tax Consultant
Vice President