Jim has over 25-years’ experience as a financial professional and has been a leading member of the Retirement Benefits Group primarily assisting public school and non-profit employees with retirement planning needs. He has received numerous awards while at AXA and facilitates complex strategies for deferred compensation and managed money advisory.
In addition to his financial services career, Jim was hired by the NFL in 2010 as an on-field official and is currently a Back Judge, wearing number #63. Jim grew up in Oceanport and Rumson, New Jersey and played Division I football at Middlebury College where he received a B.A. in English before earning his MBA from Leonard Stern School of Business at New York University. Jim currently resides in Holmdel, New Jersey along with his wife and their three daughters.
- Certificate in Retirement Planning, The Wharton School
- Holds FINRA series 6, 7, 24, 63, 65; Life & Health
- Licensed and serving clients in AZ, CA, CO, CT, DE, FL, HI, NJ, NY, OK, SC, VT
- CA Insurance Lic# 0B75054