With over 30 years’ experience in the Financial Services industry, Jim provides his clients with sound investment advice and guidance, and prides himself on his natural ability to connect with his clients while assisting them in realizing their long-term financial goals.

Jim began his career at First Wall Street Corporation, a La Jolla, California firm co-founded by his father. During his tenure at the firm, Jim learned the value of listening to and understanding the needs of his clients while simultaneously being able to translate those needs into specific and actionable plans. He has been passionate about serving the best interests of his clients ever since.

Jim’s primary objective is to employ investments that have the greatest potential in achieving each client’s personal financial goals. With access to mutual funds, managed accounts, individual stocks, fixed income securities and a broad array of pre-screened institutional-caliber money managers across varying investment strategies and styles, Jim can custom design financial and investment plans to assist each client in attaining their financial objectives.

Jim is a home grown Southern Californian, with deep ties to his community. He was born In La Jolla, where he currently resides with his spouse, and attended La Jolla High School. He later went on to earn his Bachelor’s degree in Political Science from San Diego State University. Jim has three adult children, and in his spare time, he enjoys staying active by running, cycling, golfing, skiing and participating in other outdoor sporting activities.

Office Support - Kim Kiefer
Kim is my Operations Specialist. She has been in the financial services industry for 34 years, 20 of those, providing operational support to my clients. Kim's responsibilities include processing check requests, new account set up, securities registration, account changes and corrections, and the processing of account transfers. If you have any operational questions regarding your account you may contact Kim directly at kim.kiefer@wedbush.com or (858)-454-3897. Toll free 1-(800)-453-2255