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| "...my job is to increase wealth. My
parameters are: first, protection of principal from loss and from inflation
and second, the design and implementation of strategies
to achieve these results."
I suggest that before you engage any financial professional you look them up on FINRA's BrokerCheck site: CLICK HERE to be redirected. Or to go directly to my FINRA records If you prefer, you can call FINRA at 1-800-289-9999.
Jim Pappas Jim Pappas
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After almost 40 years as an independent investment adviser, I have retired. It is about time, my wife would say. And I suppose that she is right, as usual. It has been a very satisfying career, and it has been an honor to have been trusted by each and every one of my clients for all this time. Please know that this was not occasioned because of ill health; we are both healthy and active. It is simply the right time. I am available to help with your transition to another manager, and will be here to answer any questions or concerns that you may have going forward. Thank you to all of my clients who have employed me, challenged me, and befriended me. Please know that I am not retiring from our friendship.
Jim Pappas
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