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
- 2025 -now Managing Director and Senior Financial Advisor @
- 2023 -2025 Wealth Advisor @
- 2017 -2023 Financial Advisor @
- 2015 -2017 Senior Vice President and Financial Advisor @
- 2010 -2015 Senior Vice President- Investments @
- 2004 -2010 Vice President and Financial Advisor @
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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Top Cypress Wealth Services Employees
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