Jack Cima Email & Phone Number
Senior partner-Behavioral Wealth Adviser at The Oeming Group @ NW ADVISORY, LLC
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Jack Cima Location
- Eugene, OR, US
Jack Cima Work
- 2025 -now Senior partner-Behavioral Wealth Adviser at The Oeming Group @
- 2020 -2025 Senior Partner-Behavioral Wealth Adviser @ The Oeming Group at Aegis Capital
- 2010 -2013 Senior Vice President Financial Consultant @
- 1978 -2010 Senior Vice President-Wealth Management @
Jack Cima Education
- University of Pennsylvania-Warton School of Business
CIMA (Financial analysis)
2007-2007 - Saginaw Valley State University - College of Business and Management
Business Administration (Marketing and Finance)
1975-1978 - Delta College
(Liberal Arts and Sciences/Liberal Studies)
1969-1971 - Arthur Hill 1966-1969
- Saginaw Valley State University - College of Business and Management
Bachelor of Business Administration - BBA (Finance and investments)
1978
Jack Cima Skills
- Retirement Planning
- Investments
- Asset Allocation
- Investment Advisory
- Portfolio Management
- Financial Advisory
- Wealth Management
- Investment Strategies
- Series 7
- Asset Management
- 401k
- Series 63
- Mutual Funds
- Retirement
- Estate Planning
- Comprehensive Wealth Management
- IRA's
- Insurance Planning
- Financial Planning
- Annuities
- Profit Sharing
- Stocks
- Equities
- Securities
- Capital Markets
- Financial Markets
- Financial Modeling
- Equity Research
- Financial Analysis
- Due Diligence
- Strategic Planning
- Series 66
- Fixed Income
- Finance
Jack Cima Summary
- Jack Cima, based in Eugene, OR, US, is currently a Senior partner-Behavioral Wealth Adviser at The Oeming Group at NW ADVISORY, LLC. Jack Cima brings experience from previous roles at The Oeming Group at Aegis Capital, D.A. Davidson & Co. and Morgan Stanley Smith Barney. Jack Cima holds a 2007 - 2007 CIMA in Financial analysis @ University of Pennsylvania-Warton School of Business. With a robust skill set that includes Retirement Planning, Investments, Asset Allocation, Investment Advisory, Portfolio Management and more. Jack Cima has 1 mobile phone numbers on RocketReach.
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