Jim Baer Email & Phone Number
FINANCIAL PLANNER @ Jackson/Roskelley Wealth Advisors, Inc.
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Jim Baer Location
- Scottsdale, AZ, US
Jim Baer Work
- 2016 -now FINANCIAL PLANNER @
- 1977 -2016 President @
Jim Baer Education
- University of Nebraska-Lincoln
Bachelor’s Degree (Business, Management, Marketing, and Related Support Services)
1962-1966 - Trinity University
(Psychology)
1961-1962
Jim Baer Skills
- Investments
- Investment Strategies
- Investment Advisory
- Asset Allocation
- Wealth Management
- Retirement Planning
- Mutual Funds
- Portfolio Management
- Asset Management
- Wealth
- Financial Planning
- Strategic Financial Planning
- Investment Management
- Estate Planning
- Uniform Combined State Law
- Insurance Planning
- Strategy
- Microsoft Office
- Microsoft Excel
- Marketing
- Project Planning
- Management
- Customer Service
Jim Baer Summary
- Jim Baer, based in Scottsdale, AZ, US, is currently a FINANCIAL PLANNER at Jackson/Roskelley Wealth Advisers, Inc.. Jim Baer brings experience from previous roles at Baer Financial Services Inc. Jim Baer holds a 1962 - 1966 Bachelor’s Degree in Business, Management, Marketing, and Related Support Services @ University of Nebraska-Lincoln. With a robust skill set that includes Investments, Investment Strategies, Investment Advisory, Asset Allocation, Wealth Management and more. Jim Baer has 1 mobile phone numbers on RocketReach.
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Top Jackson/Roskelley Wealth Advisors, Inc. Employees
Jared Roskelley
President and CEO
Scottsdale, AZ, US
Jim Baer
FINANCIAL PLANNER
Scottsdale, AZ, US
Kyle Robertson
Senior Wealth Advisor and Managing Director
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Robert Jackson
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