Jim Harris, Mrfc
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Jim Harris, Mrfc Email & Phone Number

Financial Planner and Wealth Manager | Regional Director at Money Concepts Wealth Management: Marietta, Georgia and Mt. Pleasant SC
Location: Marietta, Georgia, United States 4 work roles 2 schools
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Role
Financial Planner and Wealth Manager | Regional Director
Location
Marietta, Georgia, United States
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Jim Harris, Mrfc is listed as Financial Planner and Wealth Manager | Regional Director at Money Concepts Wealth Management: Marietta, Georgia and Mt. Pleasant SC, a with 564 employees, based in Marietta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Jim Harris, Mrfc.

Jim Harris, Mrfc previously worked as Financial Planner & Wealth Manager | Regional Director at Money Concepts Wealth Management: Marietta, Georgia And Mt. Pleasant Sc and Wealth Manager, President, Director ~ SE Independence Group (GA, SC, NC, AL) at Money Concepts Wealth Management & Financial Planning. Jim Harris, Mrfc holds B.S., Finance & Marketing from Florida Southern College.

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Money Concepts Wealth Management: Marietta, Georgia and Mt. Pleasant SC

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About Jim Harris, Mrfc

Jim’s professional career began in the spring of 1984 in Fort Lauderdale FL as a Registered Representative with Charles Schwab & Company. He spent two years servicing independent investors and gaining valuable work experience before joining JW Charles Securities as a Financial Advisor. While at JW Charles Securities, he began the practice of offering advice to individuals and small businesses on various investment concepts. In 1988, Jim opened an independent financial planning practice in Pompano Bch., FL to focus on long term financial planning. He expanded his client base by conducting financial planning seminars and co-hosting a local radio program on investing. In October of 1991, Jim went to work for Nationwide Financial Services where he held various positions including Regional Marketing Director and Director of Wholesaling. As a Regional Marketing Director, his responsibilities were marketing to and training investment professionals on insurance products and retirement plans. His responsibilities as Director of Wholesaling focused on training Nationwide’s wholesalers on a variety of investment products, including separate accounts. In 2001 he joined Lincoln Financial Distributors as a Regional Director to market investment and insurance products, long term care and retirement plans to independent financial advisors. In February 2004, Jim accepted the position of Georgia’s Regional Director with Money Concepts and opened his own independent wealth management practice.

Listed skills include Superior Client Service, Financial Educator, Market Scholar, Strategic Financial Planning, and 10 others.

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Money Concepts Wealth Management: Marietta, Georgia and Mt. Pleasant SC
Money Concepts Wealth Management: Marietta, Georgia And Mt. Pleasant Sc
Financial Planner and Wealth Manager | Regional Director
Marietta, GA, US
Employees
564
AeroLeads page
4 roles

Jim Harris, Mrfc work experience

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Financial Planner And Wealth Manager | Regional Director

Money Concepts Wealth Management: Marietta, Georgia And Mt. Pleasant Sc

Marietta, Ga, Us

Financial Planner & Wealth Manager | Regional Director

Current
Money Concepts Wealth Management: Marietta, Georgia And Mt. Pleasant Sc

2985 Gordy Parkway, Marietta Ga 30066 | 1156 Bowman Road, Ste 200, Mt. Pleasant, Sc 29464

DISCLAIMER♦Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. ♦Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. ♦Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. ♦Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn –affiliated sites. ♦No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.♦This Page is intended for US persons only. Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. ♦Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its content. ♦Third party marks appearing herein are the property of their respective owners. ♦Guarantees are subject to the claims-paying ability of the issuing insurance company ♦Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money.All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC

Feb 2004 - Present

Wealth Manager, President, Director ~ Se Independence Group (Ga, Sc, Nc, Al)

Current

Georgia, Marietta & Metro Atlanta And South Carolina, Mount Pleasant & Metro Charleston, Alabama

Jim Harris has extensive experience in the financial services industry which spans over 30 years. He is the president of an independent wealth management practice with branches located in Marietta, GA and Mount Pleasant, SC.Jim provides comprehensive planning and wealth management services to develop personalized roadmaps for financial success. Clients receive customized guidance every step of the way, because their journey to success begins with proper planning and is achieved by following a disciplined approach designed Just For You. Our asset allocation recommendations and individual investment selections are customized for each client. We establish custom targets and specific objectives for each account and for your entire portfolio. All accounts are monitored and managed based on your personal risk tolerance, time horizons, liquidity, income needs and other relevant factors to provide the best opportunity to meet the objectives and specific goals of your portfolio. Jim manages Regional Offices in Georgia and South Carolina for Money Concepts Wealth Management & Financial Planning Network. He provides superior support and training for independent financial professionals who own and operate wealth management & financial planning centers throughout Georgia. Jim specializes in “Peak Performance Advisor Coaching” and teaching “Professional Practice Management” techniques. As Regional Director, Jim holds regional seminars, advisor meetings and workshops including financial planning schools to help advisors maintain their competitive edge with wealth management concepts and planning strategies. His responsibilities include assistance with business planning, personal development and account management. He also provides continuing education credits and guidance on customizing individual client solutions.All Securities Offered Through Money Concepts Capital Corp. Member FINRA/SIPC11440 North Jog Road, Palm Beach Gardens, FL 33418 Phone: (561) 472-2000

Feb 2004 - Present

Leadership Board (2021, 2020, 2019, 2018, 2017, 2016, 2015) & President (2020, 2019, 2018)

East Cobb Business Association

Marietta Ga

Jan 2015 - Dec 2021
Team & coworkers

Colleagues at Money Concepts Wealth Management: Marietta, Georgia and Mt. Pleasant SC

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2 education records

Jim Harris, Mrfc education

B.S., Finance & Marketing

Activities and Societies: Flordia Southern College - Varsity Basketball & Cross Country, Pi Kappa Phi FraternityJim Harris attended.

Diploma, College Prep.

Gallia Academy High School

Jim Harris is originally from southeast Ohio and grew up in the small towns of Waverly and Gallipolis, Ohio. Jim went to high school.

FAQ

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What company does Jim Harris, Mrfc work for?

Jim Harris, Mrfc works for Money Concepts Wealth Management: Marietta, Georgia and Mt. Pleasant SC.

What is Jim Harris, Mrfc's role at Money Concepts Wealth Management: Marietta, Georgia and Mt. Pleasant SC?

Jim Harris, Mrfc is listed as Financial Planner and Wealth Manager | Regional Director at Money Concepts Wealth Management: Marietta, Georgia and Mt. Pleasant SC.

Where is Jim Harris, Mrfc based?

Jim Harris, Mrfc is based in Marietta, Georgia, United States while working with Money Concepts Wealth Management: Marietta, Georgia and Mt. Pleasant SC.

What companies has Jim Harris, Mrfc worked for?

Jim Harris, Mrfc has worked for Money Concepts Wealth Management: Marietta, Georgia And Mt. Pleasant Sc, Money Concepts Wealth Management & Financial Planning, and East Cobb Business Association.

Who are Jim Harris, Mrfc's colleagues at Money Concepts Wealth Management: Marietta, Georgia and Mt. Pleasant SC?

Jim Harris, Mrfc's colleagues at Money Concepts Wealth Management: Marietta, Georgia and Mt. Pleasant SC include Heather Schepers, Jim Yarbrough, Brenda Parker, Jessica Torres, and Sarah Austin.

How can I contact Jim Harris, Mrfc?

You can use AeroLeads to view verified contact signals for Jim Harris, Mrfc at Money Concepts Wealth Management: Marietta, Georgia and Mt. Pleasant SC, including work email, phone, and LinkedIn data when available.

What schools did Jim Harris, Mrfc attend?

Jim Harris, Mrfc holds B.S., Finance & Marketing from Florida Southern College.

What skills is Jim Harris, Mrfc known for?

Jim Harris, Mrfc is listed with skills including Superior Client Service, Financial Educator, Market Scholar, Strategic Financial Planning, Wealth Management, Custom Asset Allocation, Portfolio Management, and Investment Selection.

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