Jim is a Private Wealth Financial Advisor and Managing Director-Investments at Wells Fargo Advisors. He has over thirty years in the wealth management business. Having begun his financial career in the Midwest, he spent four years in West Palm Beach, Florida, and joined First Interstate Bank in its Beverly Hills Office in 1988. Jim came to Wells Fargo & Co. in 1994 and currently works with ultra-high net worth individuals, their families, trusts, foundations, and businesses in Beverly Hills, California.

Jim has been recognized as Barron’s Top Financial Advisors (2004-2006)* and more recently, was named as one of Forbes Top 250 Wealth Advisors (2017 -2021)** and a Barron’s Top 100 Independent Advisors (2017-2018)*, and is annually listed as Barron’s Top 1,200 Advisors State by State Advisors* (2007- 2021).

His professional affiliations include being the past president of the Beverly Hills Estate Planning Council, and a former member of the Board of Directors of the Clare Foundation. Jim is a past member of the bars of the states of Minnesota, Wisconsin, and Florida, having received his J.D. cum laude from Hamline University School of Law.

*The Barron’s Top 100 Financial Advisors/Top 100 Advisor–California/ Top 1,200 Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ practices. Investment performance isn’t al explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

**The Forbes America’s Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self- completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

James is a Senior Financial Advisor and Managing Director – Investments for Wells Fargo Advisors. He has over 15 years of wealth management experience, having joined Wells Fargo Advisors in 2008 as part of the Wells Fargo Private Bank office in Beverly Hills. James has been recognized as a Top Next-Gen Wealth Advisor (2021)*, as a Forbes Best-In-State Wealth Advisor (2023)**, and the McCabe & McGarry Wealth Management Group as a Forbes Best-In-State Wealth Management Team (2023)***.

Helping clients achieve personal fulfillment and prepare for critical financial events is at the core of James’ wealth management practice. He works with high-net-worth clients on a proactive approach to wealth management, focusing on investment planning and investment management. He and his team provide comprehensive asset and liability management to help clients and their families to achieve their life goals. His team is dedicated to advising clients in each stage of their life to build, manage, preserve, and transition their wealth.

James is a native and lifelong resident of Los Angeles. He graduated the University of California, Los Angeles and holds a Bachelor of Arts in both Economics and American Literature. James resides in Bel Air with his wife and three children.

*The Forbes Top Next-Gen Wealth Advisors (AKA America’s Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is no related to the quality of the investment advice and based solely on the disclosed criteria.

**The Forbes Best-in-State Wealth Advisor rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criterion. Self- completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

***The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Nikki is a Senior Registered Client Associate and an integral part of the McCabe & McGarry Wealth Management Group of Wells Fargo Advisors in Beverly Hills. She has over nine years of brokerage experience and is always professional and quick to respond to requests. Prior to joining Wells Fargo Advisors, Nikki previously worked for UBS Financial Services and Merrill Lynch as an Office Manager and Registered Client Associate. She enjoys working with clients and strives to make every interaction a positive experience. Nikki loves movies, crafting, and being a mother to her young daughter. CA Insurance License # 4021077 Resident State: CA