Since 2012, Jim Pearce has been working in Investing Daily located 72, 72. This person is a well-qualified Chief Investment Strategist with over 24 years of work experience. According to Jim's resume and work profile, the professional has worked at more than eight companies with diverse backgrounds and got different skills. Jim attended school at the College For Financial Planning from 1998 to 2000. This expert has professional certification in Certified Financial Planner and International College of Financial Planning. Jim Pearce can be found in Washington, DC – where this professional is currently located. You can search for the person's email address and phone. We can also provide you detailed contact information upon request.
Name variants:
James Pearce
Last updated May 27, 2024
Contact Information
Last Update
Jul 11, 2022
Email
ji**@investingdaily.com
Location
Washington, DC
Company
Workplace
Colleagues
Work History
Chief Investment Strategist
Falls Church, VA
I develop portfolio strategies and personally manage equity portfolios for Personal Finance, Income Millionaire and Systematic Wealth.
from 2012
Financial Advisor
Manage client investment portfolios, provide financial planning, train branch staff and work with other product areas of bank.
Jan 2008 — Dec 2011
Financial Planner
Provide financial planning, work in partnership with investment advisors, train branch staff and work with other product areas of bank.
2006 — 2007
Regional Manager
Manage investment programs for banks and credit unions; hire, train, and manage investment advisors, develop business plans with client financial institutions senior management.
Jul 2004 — Sep 2005
Financial Advisor
Manage client investment portfolios, provide financial planning, train branch staff and work with other product areas of credit union.
Oct 1995 — Jun 2004
Managing Partner
Advise local start-up companies on capital formation, manage alternative loan division of mortgage company, negotiate terms for private investment.
Jun 1994 — Oct 1995
Investment Consultant
Manage client investment portfolios, provide financial planning, train branch staff and work with other product areas of bank.
Jul 1988 — Aug 1992
Stockbroker
Manage client investment portfolios, solicit clients for institutional managed account program, syndicate coordinator for IPO and other offerings.
Sep 1983 — Jun 1988
Education
Occupations
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Investments
Finance
Portfolio Management
Strategic Financial Planning
Financial Services
Asset Allocation
Asset Management
Investment Advisory
Small Business
Strategy
Wealth
Equities
Banking
Wealth Management
Financial Planning
Relationship Management
Insurance
Economics
Investment Strategies
Fixed Annuities
Financial Advisory