An international business management background that spanned 18 years, coupled with 20 + years of experience as a Financial Advisor, James E. Larsen is inimitably skilled to utilize a wide breadth of knowledge and resources in the support of his clients.


Jim’s objective is to provide serenity in assisting his clients; whether it be creating wealth, deriving income during retirement or preserving and passing along a legacy. Jim’s mission is to understand his client's needs and assist them in developing a knowledge base from which to form realistic expectations and a disciplined investment program. The foundation of Jim’s business is helping clients in the process of discerning what is truly important- their goals and objectives. By implementing longer-term risk management strategies designed to tune-out “white noise” and make “the market” seem irrelevant over time, Jim helps his clients plan for and generate tax-efficient paychecks during the “Self-Paced Lifestyle” portion of their lives and leave a legacy, as desired. Because irrational behavior can be more damaging than irrational markets, Jim works to minimize client procrastination and help them avoid errors, which can result when individuals, without a disciplined approach, react to the volatility of the financial markets. Jim ties his success to that of his clients and thrives on building long-term relationships.


Wells Fargo Advisors is a nationwide firm with a recognized culture of putting the client first and an emphasis of having the best trained consultants in the industry. Jim’s relationship with the firm was initiated in 1995. In that time, he has lived, first hand, the client focused culture from both sides of the conference table. In addition, through the College of Financial Planning, Jim is a CERTIFIED FINANCIAL PLANNER® practitioner, and 2012-2024 Five Star Wealth Manager

Jim graduated with a Bachelor of Science degree from Miami University in Oxford, OH. His wife, JoAnn, is a counseling professional. His daughters, Jamie and Vanessa, graduated from Appalachian State, while son, Eric, graduated from NCSU. All 3 are utilizing their college degrees in pursuit of their career goals.  Jim is a Paul Harris Fellow, as well as a Past President and current member of the Charlotte South Park Rotary Club. Jim is a regular donor with OneBlood of the Carolinas and has achieved the Lifesaver Award multiple times.



In addition to the knowledge obtained and the resources available through the firm, Jim has established local strategic alliances to help educate clients and assist with:

• lending and liability management

• accounting and tax management

• insurance

• estate planning

 

Business owners, executives and those in the midst of career transition have particularly benefited from Jim’s experience. Please feel free to call him today.




 

2024 Five Star Wealth Manager (years 2012 to 2024)

The Five Star Wealth Manager award was issued by Five Star Professional (FSP). Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.

Award issued on 08/01/2012 by Five Star Professional (FSP) for the time period 01/21/2012 through 06/15/2012. 1083 Charlotte-area wealth managers were considered for the award; 267 (25% of candidates) were named 2012 Five Star Wealth Managers.

Award was issued on 8/1/13 by Five Star Professional (FSP) for the time period 01/21/2013 through 06/15/2013. 1694 Charlotte-area wealth managers were considered for the award; 280 (17% of candidates) were named 2013 Five Star Wealth Managers.

Award was issued on 8/1/14 by Five Star Professional (FSP) for the time period 01/21/2014 through 06/15/2014. 6776 Charlotte-area wealth managers were considered for the award; 409 (6% of candidates) were named 2014 Five Star Wealth Managers.

Award was issued on 8/1/15 by Five Star Professional (FSP) for the time period 01/21/2015 through 06/15/2015. 1822 Charlotte-area wealth managers were considered for the award; 277 (15% of candidates) were named 2015 Five Star Wealth Managers.

Award was issued on 7/1/16 by Five Star Professional (FSP) for the time period 01/21/2016 through 06/15/2016. 873 Charlotte-area wealth managers were considered for the award; 227 (26% of candidates) were named 2016 Five Star Wealth Managers.

Award was issued on 8/1/17 by Five Star Professional (FSP) for the time period 11/23/2016 through 06/7/2017. 949 Charlotte-area wealth managers were considered for the award; 132 (14% of candidates) were named 2017 Five Star Wealth Managers.

Award was issued on 8/1/18 by Five Star Professional (FSP) for the time period 11/22/2017 through 05/25/2018. 104 (8% of candidates) were named 2018 Five Star Wealth Managers.

Award was issued on 8/1/19 by Five Star Professional (FSP) for the time period 10/22/2018 through 05/24/2019. 129 (10% of candidates) were named 2019 Five Star Wealth Managers.

Award was issued on 8/1/20 by Five Star Professional (FSP) for the time period 10/28/2019 through 05/8/2020. 103 (7% of candidates) were named 2020 Five Star Wealth Managers.

Award was issued on 8/1/21 by Five Star Professional (FSP) for the time period 10/5/2020 through 04/30/2021. 106 (7% of candidates) were named 2021 Five Star Wealth Managers.

Award was issued on 8/1/22 by Five Star Professional (FSP) for the time period 10/11/2021 through 04/22/2022. 101 (7% of candidates) were named 2022 Five Star Wealth Managers.

Award was issued on 8/1/23 by Five Star Professional (FSP) for the time period 10/10/22 through 5/05/23.; 105 (6% of candidates) were named 2023 Five Star Wealth Managers.