MIAMI & SAN DIEGO–(BUSINESS WIRE)–January 25, 2023–
Insigneo, a leading provider of financial services, is pleased to announce Jim’s affiliation as a financial advisor based in San Diego, California.
Jim brings over 30 years of experience in the financial industry. He has been an independent registered investment adviser since 2015, and from 1997 to 2015 held various positions at Merrill Lynch including international wealth management adviser, regional sales manager, as well as branch manager and complex director covering the international wealth management business. in the southwestern market of the United States.
“We are very excited to have Jim join Insigneo’s network of financial advisors as we continue to expand our presence in the US,” said José Salazar, head of US market. important to international advisors and clients, and Jim will help us spearhead growth in this region of the country, including the Southwest and Texas.”
“As an independent advisor, I have much more flexibility in shaping a partnership with a wealth management firm in the future,” Jim said. “The Insigneo platform provides that flexibility.”
The San Francisco native was raised in Germany and spent time in the military as an infantry officer in Germany, where he earned bachelor’s and master’s degrees in business. He began his career in financial services in 1990 with Deutsche Bank in Germany, Spain and the US. Jim is a Certified Investment Management Analyst (CIMA®) and Trust & Estate Practitioner (TEP®), holds Series 3,7,9 licenses ,10,24,63 and 65, as well as the Insurance Agent license in the State of California.
Insigneo is committed to providing its customers with the highest level of service and expertise, and adding Jim to the team further enhances their ability to do so.
About Grupo Financiero Insigneo
Insigneo is a leading international wealth management firm, providing services and technologies that enable investment professionals to successfully serve clients around the world. Insigneo leverages its custom solutions, client-focused service and custodial relationship with BNY Mellon’s Pershing to provide a world-class, fully integrated independent wealth management platform. With more than $18 billion in assets, Insigneo supports more than 400 investment professionals serving more than 30,000 clients. For more information, visit www.insigneo.com.
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KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA FLORIDA
INDUSTRY KEYWORD: PROFESSIONAL SERVICES FINANCE FINTECH ASSET MANAGEMENT CONSULTING PERSONAL FINANCE
SOURCE: Insigneo Financial Group
Copyright Business Wire 2023.
PUB: 01/25/2023 09:00 AM/DISCO: 01/25/2023 09:01 AM
http://www.businesswire.com/news/home/20230125005296/en
Copyright Business Wire 2023.
