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Jim Harris

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Jim Harris

Leadership Board (2021, 2020, 2019, 2018, 2017, 2016, 2015) & President (2020, 2019, 2018) | Money Concepts

Georgia, Marietta, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Innovation

Organisational experience

Corporate Experience

Jim Harris

Work Experience

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Wealth Manager, President, Director ~ SE Independence Group (GA, SC, NC, AL) at

Money Concepts

February 2004 - Present

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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

mail

***********@usmc.mil

*******@moneyconcepts.com

Colleagues

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Kenny R Parker

Owner/Director MOMENTUMgroup

Kelvin L Dear

President

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Julie Settles

Vice President

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Pam Rankin

President

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H Brock Harris

Commissioned Officer

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Denis Walsh

President & CEO

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Jon Wooten

President

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Corey Miles

Tax Consultant

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