Jim started out in the securities business in the early nineties working as an equity trader and eventually becoming the institutional fixed income manager for a major brokerage firm. He has an extensive amount of experience working as a trader, retail branch manager, compliance officer, and derivatives specialist. Jim attended Pennsylvania State University and The University of San Diego with an emphasis in Political Science (Pre-Law). Jim is an avid golfer who also enjoys running, going to the beach, and spending time with his two small children in his home town of San Diego.
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Advisory services offered through Securities America Advisors, Inc. Martin Shapiro, Representative and advisory services offered through Arbor Point Advisors, LLC Richard Gigliotti, Jeremy Keating and Alexander Mele, Representatives.CA Insurance Licenses: Jeremy Keating #0E28476; Richard Gigliotti #0H83102; Alexander Mele #0H82823; Martin Shapiro #0681852
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