Jim Bray Email & Phone Number
Managing Director and Senior Financial Advisor @ Cypress Wealth Services
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Jim Bray Location
- San Clemente, CA, US
Jim Bray Work
- Managing Director and Senior Financial Advisor @ (October 2025 - Present)
- Wealth Advisor @ (May 2023 - October 2025)
- Financial Advisor @ (July 2017 - May 2023)
- Senior Vice President and Financial Advisor @ (February 2015 - July 2017)
- Senior Vice President- Investments @ (September 2010 - February 2015)
- Vice President and Financial Advisor @ (March 2004 - September 2010)
Jim Bray Education
- University of California, Santa Cruz
Bachelor of Applied Science (B.A.Sc.) (Biology, General)
Jim Bray Skills
- Management
- Finance
- Mutual Funds
- Portfolio Management
- Business Analysis
- Strategy
- Financial Services
- Retirement Planning
- Asset Allocation
- Asset Management
- Investments
- Customer Service
- Microsoft Office
Jim Bray Summary
- Jim Bray, based in San Clemente, CA, US, is currently a Managing Director and Senior Financial Advisor at Cypress Wealth Services. Jim Bray brings experience from previous roles at SteelPeak Wealth, Signature Estate & Investment Advisors, LLC, Integrated Wealth Management and Wells Fargo Advisors. Jim Bray holds a Bachelor of Applied Science (B.A.Sc.) in Biology, General @ University of California, Santa Cruz. With a robust skill set that includes Management, Finance, Mutual Funds, Portfolio Management, Business Analysis and more. Jim Bray has 1 emails and 1 mobile phone numbers on RocketReach.
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