Jim Whiddon, Cfp®, Msfs

Jim Whiddon, Cfp®, Msfs Email and Phone Number

Co-Founder and CEO, Evidence Wealth, LLC @ Evidence Wealth
College Station, TX, US
Jim Whiddon, Cfp®, Msfs's Location
College Station-Bryan Area, United States
Jim Whiddon, Cfp®, Msfs's Contact Details

Jim Whiddon, Cfp®, Msfs work email

Jim Whiddon, Cfp®, Msfs personal email

n/a
About Jim Whiddon, Cfp®, Msfs

Originally from Amarillo, Texas - Jim Whiddon earned his Bachelor’s degree from Texas A&M and was a member of the Corps of Cadets, class of '82. While in graduate school at TAMU, he was a graduate assistant coach for the Aggie basketball team for two seasons. Jim also holds a Masters of Science degree in Financial Services from The American College in Philadelphia.Whiddon founded JWA Financial Group, Inc. in Dallas, Texas, and served as CEO for 28 years before his firm was acquired in a merger in 2013. He is a two-time recipient of the "Aggie 100 Award" from The Mays Center for Entrepreneurship.Whiddon hosted his own radio show for five years and speaks to audiences throughout the U.S. and internationally. His work has been quoted or seen in more than 350 publications and national media outlets - including Fortune Magazine, the Wall Street Journal, and CNBC. He has also been a FOX News Radio contributor.Whiddon is an adjunct instructor in the Financial Planning Program at Texas A&M and is the author of six books, including, “The Mentor” (September 2019), and his latest, “Evidence Wealth” (April 2023), co-authored with Matthew Gentry.Jim enjoys music, reading, sports, and serving in his church community. He and his wife - also an Aggie - have four children - classes of '15, '19, '20, '21.

Jim Whiddon, Cfp®, Msfs's Current Company Details
Evidence Wealth

Evidence Wealth

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Co-Founder and CEO, Evidence Wealth, LLC
College Station, TX, US
Employees:
5
Jim Whiddon, Cfp®, Msfs Work Experience Details
  • Evidence Wealth
    Co-Founder And Ceo, Evidence Wealth, Llc
    Evidence Wealth
    College Station, Tx, Us
  • Evidence Wealth
    Co-Founder & Ceo, Evidence Wealth, Llc
    Evidence Wealth Aug 2021 - Present
    Bryan, Texas
    Since selling my wealth management firm in Dallas nearly a decade ago, my refirement plan has blessed me with myriad opportunities to pour into the next generation with my writing and mentoring through The Old School - and teaching my “12 Keys to Professional Success” principles at Texas A&M University. So I never dreamed I would be back in the middle of the wealth management arena. Enter a consummate financial professional named Matthew L. Gentry.When I heard his vision to create a true wealth management firm in the Brazos Valley, I could not resist joining the mission - and the opportunity to merge my experience in academia with the profession I love and missed.Matt and I share a mutual dedication to educating investors about the great advantages of evidence-based wealth strategies. And not only that - but more importantly - we share a burden to help people pass on their deeply held beliefs, values, and wisdom to their kids and their grandkids. Building not just financial wealth - but Legacy Wealth that will result in irreplaceable contributions to their community, family, and causes they believe in. Helping them leave behind that which is not only bigger than themselves, but that will last well beyond their years - even forever.And so I welcome you to examine…Evidence Wealth.
  • The Old School
    Founder & Ceo
    The Old School Jun 2014 - Present
    Are you interested in learning how to bridge the gap between experienced leaders and the rising generation? The Old School equips today’s professionals with timeless wisdom using principles that can help you accelerate “beyond your years” and your peers. In a marketplace crowded with business coaching, our mission is to help train life-changing leaders dedicated to success as well as significance. By acquiring and honing critical soft skills you can quickly gain an advantage in your career. With intentional improvement you can optimize how to build rapport, master storytelling, develop influence techniques, memorize anything, improve your vocabulary and ask great questions. Using these and other timeless tools, you can make a lasting impression with every encounter. As a lifelong learner, you take responsibility for helping yourself, your team and your organization prosper to the next level. This simple truth can significantly impact corporate growth and employee retention. There is a reason why these old-school principles have stood the test of time. We believe it isn’t just what you know but how you put it into practice. Let’s get to work! The Old School…There’s No School Like It.
  • Financial Planning Program Texas A&M University
    Program Liaison
    Financial Planning Program Texas A&M University Jan 2020 - Present
    College Station, Texas
    Whiddon teaches his published material, “The 12 Keys to Professional Success” and coordinates the Financial Planning Program Ambassadors as they interact with fellow students and professionals in the industry.
  • Center For Executive Development At Texas A&M University
    Faculty Member
    Center For Executive Development At Texas A&M University Jan 2020 - Present
    College Station, Texas
  • Texas A&M University - Mays Business School
    Ms Finance Steering Committee
    Texas A&M University - Mays Business School Sep 2019 - Present
    College Station, Texas

Jim Whiddon, Cfp®, Msfs Skills

Strategic Financial Planning Investment Advisory Financial Analysis Public Speaking Radio Host Published Author

Jim Whiddon, Cfp®, Msfs Education Details

Frequently Asked Questions about Jim Whiddon, Cfp®, Msfs

What company does Jim Whiddon, Cfp®, Msfs work for?

Jim Whiddon, Cfp®, Msfs works for Evidence Wealth

What is Jim Whiddon, Cfp®, Msfs's role at the current company?

Jim Whiddon, Cfp®, Msfs's current role is Co-Founder and CEO, Evidence Wealth, LLC.

What is Jim Whiddon, Cfp®, Msfs's email address?

Jim Whiddon, Cfp®, Msfs's email address is ji****@****oup.com

What schools did Jim Whiddon, Cfp®, Msfs attend?

Jim Whiddon, Cfp®, Msfs attended Texas A&m University, The American College.

What skills is Jim Whiddon, Cfp®, Msfs known for?

Jim Whiddon, Cfp®, Msfs has skills like Strategic Financial Planning, Investment Advisory, Financial Analysis, Public Speaking, Radio Host, Published Author.

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