Broker Check
James Kimmel

James Kimmel

President, Investment Advisor

Jim is a financial advisor currently licensed in the following areas:

  • Property & Casualty Life Health Accident and Disability Insurance
  • Enrolled Agent (Tax Specialist)
  • Special Master Tax & Accounting Maricopa County
  • Expert Witness Tax & Accounting Profession
  • Series 6 Registration
  • Series 7 Registration
  • Series 65 Registration