Phone: 800-798-5713
Email: jwilson@diligentinvestorsllc.com
Jim has been in the wealth management business for over 19 years. He spent 10 years at Merrill Lynch and 5 years at Morgan Stanley. Jim's educational background consists of a Bachelor Degree in Economics. He has served his clients as their primary Financial Advisor for over 19 years. Jim is a Managing Partner of Diligent Investors, LLC. Jim is a Chartered Retirement Planning Counselor (CRPC) and holds the series 7 and 66 securities licenses, as well as his California Insurance license. Jim is active in his Church and volunteers much of his time in his local congregation. He is a leader in the Boy Scouts of America and serves on the managing councils of the Grayback district. He also is a board member for the Redlands Community Music Association (RCMA), and serves on the finance committee. During his spare time, Jim enjoys spending time with his wife, Liana, and their two daughters. He also enjoys reading, working out at his local Crossfit, and spending time outdoors.
Securities offered through MS Howells & Company. Member Finra/SIPC. Advisory services offered through Diligent Investors LLC. MS Howells & Company is not affiliated with Diligent Investors LLC.