Jim Foley Email & Phone Number
Senior Vice President, Wealth management - Financial Advisor
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Jim Foley Location
- Aiken, SC, US
Jim Foley Work
- 2020 -now Senior Vice President, Wealth management - Financial Advisor @ Janney Montgomery Scott, LLC
- 2011 -2020 Senior Vice President, Complex Manager and Financial Advisor, Pittsburgh, PA @ Janney Montgomery Scott
- 2009 -2010 Director of Advisory and Business Development @
- 2008 -2009 Director of Business Development - Central-Western Division @
- 2003 -2008 Complex Branch Manager - Central Illinois @
- 1999 -2003 Branch Manager - Spartanburg, SC @
- 1992 -1996 Financial Consultant and Sales Manager @
- 1990 -1992 Financial Consultant @
- 1986 -1990 Commissioned Officer @
Jim Foley Education
- University of Notre Dame
B.BA (Accounting)
1982-1986
Jim Foley Skills
- Alternative Investments
- Retirement Plan Distribution
- Financial Advisory
- Leadership
- Series 63
- Estate Planning
- Retirement Savings
- Fixed Annuities
- Bonds
- Fixed Income
- Municipal
- Retirement Income Strategies
- Philanthropy
- Passive Investing
- Insurance
- Retirement Planning
- Financial Planning
- Annuities
- Financial Modeling
- Portfolio Management
- Investments
- Finance
- 401k
- Asset Allocation
- Investment Advisory
- Tactical Asset Allocation
- Financial Services
- Asset Protection
- Equities
- Wealth Management
- Mutual Funds
- Strategy
- Strategic Financial Planning
- FINRA
- Risk Analysis
- Stocks
- Risk Management
- Asset Management
- Financial Analysis
- Market Risk
- Series 24
- ETFs
- Risk
- Financial Management
- Retirement
- Mergers and Acquisitions
- Series 7
- Securities
- Financial Markets
- Investment Management
- Venture Finance
Jim Foley Summary
- Jim Foley, based in Aiken, SC, US, is currently a Senior Vice President, Wealth management - Financial Advisor at Janney Montgomery Scott, LLC. Jim Foley brings experience from previous roles at Janney Montgomery Scott, Savant Capital Management, Smith Barney, Inc and Smith Barney, Inc.. Jim Foley holds a 1982 - 1986 B.BA in Accounting @ University of Notre Dame. With a robust skill set that includes Alternative Investments, Retirement Plan Distribution, Financial Advisory, Leadership, Series 63 and more. Jim Foley has 1 emails and 2 mobile phone numbers on RocketReach.
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