Investment Advisor
After 34 years as an investment advisor I sold my business, Jim Barlow Advisors (now Plan 4 Wealth), to my son-in-law, Scott Cheshire and a friend of mine, Darin Arnell.
While I loved working in the investment industry (It has been my lifelong passion), it was time for me to slow down and handle a unique niche of the investing world.
My background spans many years beginning at IDS in 1983 and then EF Hutton in 1985 where I learned the profession of being an investment advisor and financial planner. After those introductory years, I went on to become a Vice President and Senior Financial Consultant at Zions Investment Securities, working there for well over a decade.
In June of 2001, I founded my very own investment advisor firm, Jim Barlow Advisors. For almost two decades, I helped a variety of individuals and businesses with every aspect of their financial and investment strategy.
During those years at Zions and later at my own firm I expanded my influence in the financial industry by being an adjunct professor at Weber State University. I taught the “Introduction to Investment” class for 13 years.
Jim Barlow
OWNER
After spending many years in the investment advisory business, I decided to transition and start a new practice focused on leveraging life insurance policies to accumulate more retirement income from less accumulated savings.
Jim is also a Dispute Resolution Arbitrator for Financial Industry Regulatory Authority (FINRA) and on the advisory board for Intuitive Funding, an organization of experienced angel investors, CEOs, entrepreneurs and business leaders.
My other involvements over the years are as follows:
- Davis Chamber of Commerece, member
- Utah Planned Giving Rountable, member
- Davis Arts Council, Board of Directors, September 2012-September 2022;
- Clearfield City Council, 1998-2006
- Clearfield City Major Pro Tem, 2004-2006; and
- BYU Education Week Faculty, 1988-2003
- FINRA Securities liences that have been relinquished are: Series 3,6,7,22,24,63,65
- My certifications that qualified for and passed the necessary exams are:
- Accredited Investment Fiduciary (AIF) 2016, Fi360 (now Broadridge)
- Certified Financial Planner (CFP) 1986, CFP Board
- Certified Investment Management Analyst (CIMA) 2003, Investment & Wealth Institute
- Certified Investment Management Counselor (CIMC) 1997, Investment & Wealth Institute
- Chartered Mutual Fund Counselor (CMFC) 1997,
- College for Financial Planning
