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James T
Series 63, Series 66
Castle Pines, CO
Fidelity
Jim Tobin is the Vice President, Wealth Planner. He consults with high net worth families and businesses to help build customized financial plans. Jim has held various roles at Fidelity Investments, including Vice President Financial Consultant from 2017 to 2022, Financial Consultant from 2013 to 2017, Investment Representative from 2012 to 2013, Private Client Specialist in 2012, and Financial Representative from 2011 to 2012. Prior to Fidelity, he worked as an Account Executive at North American Bancard from 2007 to 2008 and as a Senior Account Executive at Southstar Funding LLC from 2004 to 2007. He holds an Arkansas Insurance License.
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